Position in MS
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$1,559,438
+$480,353 QoQ
Shares Held
7,460
+13.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
1.26%
of 13F equity value
Holder Rank
#1,197
of 2,723 holders
Holding Since
Jun 2024
9 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, 2026Genesee Capital Advisors, LLC holds $4,999,416 across 4 Capital Markets names. MS ranks #1 (31.2% of the industry book) .
All Filings in MS
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,559,438 | 7,460 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $1,079,085 | 6,557 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $1,214,660 | 6,842 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $1,313,804 | 8,265 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $1,156,601 | 8,211 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $943,860 | 8,090 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $953,334 | 7,583 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $809,006 | 7,761 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $780,338 | 8,029 | Shares | Sole | 2024-07-18 | |
| No filing history on record for this holder in this stock. | ||||||