Position in MS
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$512,148
+$109,610 QoQ
Shares Held
2,450
+0.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#1,779
of 2,723 holders
Holding Since
Mar 2020
13 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 Jun 30, 2026Fiduciary Group, LLC holds $4,872,380 across 3 Capital Markets names. MS ranks #3 (10.5% of the industry book) .
All Filings in MS
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $512,148 | 2,450 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $402,538 | 2,446 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $451,813 | 2,545 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $414,090 | 2,605 | Shares | Sole | 2025-11-12 | |
| 2023-03-31 | $224,241 | 2,554 | Shares | Sole | 2023-05-15 | |
| 2022-09-30 | $194,364 | 2,460 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $187,411 | 2,464 | Shares | Sole | 2022-08-12 | |
| 2021-12-31 | $214,086 | 2,181 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $212,233 | 2,181 | Shares | Sole | 2021-10-27 | |
| 2021-06-30 | $217,305 | 2,370 | Shares | Sole | 2021-08-05 | |
| 2020-09-30 | $347,878 | 7,195 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $337,955 | 6,997 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $237,898 | 6,997 | Shares | Sole | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||