Position in MS
as of Jun 30, 2026
· filed Aug 20, 2026
Position Value
$1,598,737
+$575,277 QoQ
Shares Held
7,648
+23.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.19%
of 13F equity value
Holder Rank
#1,182
of 2,722 holders
Holding Since
Jun 2020
24 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in MS Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026Rehmann Capital Advisory Group holds $7,353,752 across 7 Capital Markets names. MS ranks #2 (21.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
3,600 | $3,640,932 | |
| 2 | MS |
Morgan Stanley
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|
7,648 | $1,598,737 | |
| 3 | SCHW |
Schwab Charles Corp
|
6,481 | $598,001 | |
| 4 | SF |
Stifel Financial Corp
|
8,349 | $582,509 | |
| 5 | HLI |
Houlihan Lokey, Inc.
|
2,922 | $391,927 | |
| 6 | IBKR |
Interactive Brokers Group, Inc.
|
3,658 | $318,392 | |
| 7 | SNEX |
StoneX Group Inc.
|
2,826 | $223,254 |
All Filings in MS
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,598,737 | 7,648 | Shares | Sole | 2026-08-20 | |
| 2026-03-31 | $1,023,460 | 6,219 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,094,294 | 6,164 | Shares | Sole | 2026-03-04 | |
| 2025-09-30 | $972,994 | 6,121 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $867,415 | 6,158 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $660,935 | 5,665 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $694,225 | 5,522 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $511,401 | 4,906 | Shares | Sole | 2024-11-18 | |
| 2024-06-30 | $480,021 | 4,939 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $457,240 | 4,856 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $469,700 | 5,037 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $418,232 | 5,121 | Shares | Sole | 2023-11-14 | |
| 2023-03-31 | $503,708 | 5,737 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $491,245 | 5,778 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $488,834 | 6,187 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $482,981 | 6,350 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $587,153 | 6,718 | Shares | Sole | 2022-06-03 | |
| 2021-12-31 | $662,481 | 6,749 | Shares | Sole | 2022-03-02 | |
| 2021-09-30 | $642,537 | 6,603 | Shares | Sole | 2021-11-16 | |
| 2021-06-30 | $613,039 | 6,686 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $530,495 | 6,831 | Shares | Sole | 2021-05-26 | |
| 2020-12-31 | $429,271 | 6,264 | Shares | Sole | 2021-02-19 | |
| 2020-09-30 | $216,849 | 4,485 | Shares | Sole | 2020-11-19 | |
| 2020-06-30 | $206,530 | 4,276 | Shares | Sole | 2020-11-20 | |
| No filing history on record for this holder in this stock. | ||||||