Position in MS
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$333,747
-$25,573 QoQ
Shares Held
2,028
+0.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2020
22 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 Mar 31, 2026Proficio Capital Partners LLC holds $6,214,267 across 3 Capital Markets names. MS ranks #2 (5.4% of the industry book) .
All Filings in MS
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22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $333,747 | 2,028 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $359,320 | 2,024 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $341,446 | 2,148 | Shares | Sole | 2025-11-17 | |
| 2025-06-30 | $1,201,113 | 8,527 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $961,010 | 8,237 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $1,055,167 | 8,393 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $419,149 | 4,021 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $815,035 | 8,386 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $922,768 | 9,800 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $911,518 | 9,775 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $798,732 | 9,780 | Shares | Sole | 2023-10-18 | |
| 2023-06-30 | $816,167 | 9,557 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $891,609 | 10,155 | Shares | Sole | 2023-04-21 | |
| 2022-12-31 | $871,199 | 10,247 | Shares | Sole | 2023-01-30 | |
| 2022-09-30 | $691,495 | 8,752 | Shares | Sole | 2022-10-11 | |
| 2022-06-30 | $666,057 | 8,757 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $763,439 | 8,735 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $801,770 | 8,168 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $801,055 | 8,232 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $825,485 | 9,003 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $649,315 | 8,361 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $239,580 | 3,496 | Shares | Sole | 2021-02-11 | |
| No filing history on record for this holder in this stock. | ||||||