Position in MS
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$2,032,495
+$445,053 QoQ
Shares Held
9,723
+0.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.65%
of 13F equity value
Holder Rank
#1,064
of 2,723 holders
Holding Since
Mar 2021
22 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, 2026Berkeley Capital Partners, LLC holds $2,363,212 across 2 Capital Markets names. MS ranks #1 (86.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
This page
|
9,723 | $2,032,495 | |
| 2 | GS |
Goldman Sachs Group Inc
|
327 | $330,717 |
All Filings in MS
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22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,032,495 | 9,723 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $1,587,442 | 9,646 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $730,535 | 4,115 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $412,183 | 2,593 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $361,446 | 2,566 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $287,591 | 2,465 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $358,930 | 2,855 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $1,583,509 | 15,191 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $1,345,595 | 13,845 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $1,332,269 | 14,149 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $1,142,126 | 12,248 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $1,112,182 | 13,618 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $1,192,696 | 13,966 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $997,583 | 11,362 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $999,240 | 11,753 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $893,761 | 11,312 | Shares | Sole | 2022-11-04 | |
| 2022-06-30 | $768,282 | 10,101 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $687,226 | 7,863 | Shares | Sole | 2022-05-05 | |
| 2021-12-31 | $298,799 | 3,044 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $257,579 | 2,647 | Shares | Sole | 2021-11-04 | |
| 2021-06-30 | $280,204 | 3,056 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $242,532 | 3,123 | Shares | Sole | 2021-05-04 | |
| No filing history on record for this holder in this stock. | ||||||