Position in MS
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$102,638
+$40,596 QoQ
Shares Held
491
+30.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.23%
of 13F equity value
Holder Rank
#2,500
of 2,722 holders
Holding Since
Mar 2020
25 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, 2026Moisand Fitzgerald Tamayo, LLC holds $257,871 across 7 Capital Markets names. MS ranks #1 (39.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
This page
|
491 | $102,638 | |
| 2 | GS |
Goldman Sachs Group Inc
|
90 | $91,023 | |
| 3 | HOOD |
Robinhood Markets, Inc.
|
300 | $30,084 | |
| 4 | JEF |
Jefferies Financial Group Inc.
|
433 | $21,641 | |
| 5 | BMNR |
Bitmine Immersion Technologies, Inc.
|
385 | $5,124 | |
| 6 | EVR |
Evercore Inc.
|
14 | $4,780 | |
| 7 | SF |
Stifel Financial Corp
|
37 | $2,581 |
All Filings in MS
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $102,638 | 491 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $62,042 | 377 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $66,928 | 377 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $59,927 | 377 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $53,104 | 377 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $43,984 | 377 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $47,396 | 377 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $38,464 | 369 | Shares | Sole | 2024-10-09 | |
| 2024-06-30 | $40,722 | 419 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $39,453 | 419 | Shares | Sole | 2024-04-16 | |
| 2023-12-31 | $43,734 | 469 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $38,303 | 469 | Shares | Sole | 2023-10-20 | |
| 2023-06-30 | $41,333 | 484 | Shares | Sole | 2023-07-12 | |
| 2023-03-31 | $42,495 | 484 | Shares | Sole | 2023-05-05 | |
| 2022-12-31 | $41,149 | 484 | Shares | Sole | 2023-01-23 | |
| 2022-09-30 | $24,888 | 315 | Shares | Sole | 2022-10-26 | |
| 2022-06-30 | $11,789 | 155 | Shares | Sole | 2022-08-01 | |
| 2021-12-31 | $15,214 | 155 | Shares | Sole | 2022-02-03 | |
| 2021-09-30 | $15,083 | 155 | Shares | Sole | 2021-11-01 | |
| 2021-06-30 | $14,211 | 155 | Shares | Sole | 2021-08-03 | |
| 2021-03-31 | $8,930 | 115 | Shares | Sole | 2021-05-03 | |
| 2020-12-31 | $6,853 | 100 | Shares | Sole | 2021-02-02 | |
| 2020-09-30 | $4,835 | 100 | Shares | Sole | 2020-11-02 | |
| 2020-06-30 | $8,838 | 183 | Shares | Sole | 2020-08-07 | |
| 2020-03-31 | $3,400 | 100 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||