Position in MS
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$307,706
+$97,880 QoQ
Shares Held
1,472
+15.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#2,118
of 2,723 holders
Holding Since
Sep 2025
4 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, 2026Patten Group, Inc. holds $568,825 across 2 Capital Markets names. MS ranks #1 (54.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
This page
|
1,472 | $307,706 | |
| 2 | IBKR |
Interactive Brokers Group, Inc.
|
3,000 | $261,119 |
All Filings in MS
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $307,706 | 1,472 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $209,826 | 1,275 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $230,078 | 1,296 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $206,012 | 1,296 | Shares | Sole | 2025-11-10 | |
| No filing history on record for this holder in this stock. | ||||||