Position in MS
as of Mar 31, 2026
· filed May 18, 2026
Position Value
$1,080,566
+$19,647 QoQ
Shares Held
6,566
+9.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2021
21 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in MS Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Mar 31, 2026Sunbelt Securities, Inc. holds $6,531,857 across 21 Capital Markets names. MS ranks #3 (16.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
3,746 | $3,169,078 | |
| 2 | SCHW |
Schwab Charles Corp
|
21,505 | $2,021,039 | |
| 3 | MS |
Morgan Stanley
This page
|
6,566 | $1,080,566 | |
| 4 | BMNR |
Bitmine Immersion Technologies, Inc.
|
6,601 | $130,567 | |
| 5 | CRCL |
Circle Internet Group, Inc.
|
353 | $33,679 | |
| 6 | HOOD |
Robinhood Markets, Inc.
|
317 | $21,968 | |
| 7 | PJT |
PJT Partners Inc.
|
82 | $11,457 | |
| 8 | IREN |
IREN Ltd
|
301 | $10,318 |
All Filings in MS
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,080,566 | 6,566 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $1,060,919 | 5,976 | Shares | Sole | 2026-02-20 | |
| 2025-09-30 | $947,083 | 5,958 | Shares | Sole | 2025-11-19 | |
| 2025-06-30 | $932,070 | 6,617 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $673,769 | 5,775 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $831,889 | 6,617 | Shares | Sole | 2025-02-18 | |
| 2024-09-30 | $751,466 | 7,209 | Shares | Sole | 2024-11-18 | |
| 2024-06-30 | $723,190 | 7,441 | Shares | Sole | 2024-08-16 | |
| 2024-03-31 | $697,819 | 7,411 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $676,249 | 7,252 | Shares | Sole | 2024-02-15 | |
| 2023-09-30 | $576,100 | 7,054 | Shares | Sole | 2023-12-11 | |
| 2023-06-30 | $599,251 | 7,017 | Shares | Sole | 2023-08-16 | |
| 2023-03-31 | $579,743 | 6,603 | Shares | Sole | 2023-05-17 | |
| 2022-12-31 | $558,156 | 6,565 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $479,195 | 6,065 | Shares | Sole | 2022-11-21 | |
| 2022-06-30 | $491,195 | 6,458 | Shares | Sole | 2022-10-03 | |
| 2022-03-31 | $411,129 | 4,704 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $441,425 | 4,497 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $316,744 | 3,255 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $298,450 | 3,255 | Shares | Sole | 2021-07-29 | |
| 2021-03-31 | $213,875 | 2,754 | Shares | Sole | 2021-05-27 | |
| No filing history on record for this holder in this stock. | ||||||