Position in MS
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$9,447,980
+$2,098,120 QoQ
Shares Held
45,197
+1.2% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
1.62%
of 13F equity value
Holder Rank
#573
of 2,723 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 21%
Shared 0%
None 79%
Common Shares in MS Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026SevenBridge Financial Group, LLC holds $19,141,961 across 2 Capital Markets names. MS ranks #2 (49.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
9,585 | $9,693,981 | |
| 2 | MS |
Morgan Stanley
This page
|
45,197 | $9,447,980 |
All Filings in MS
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,447,980 | 45,197 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $7,349,860 | 44,661 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $7,715,453 | 43,460 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $6,932,722 | 43,613 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $5,635,245 | 40,006 | Shares | Sole | 2025-09-04 | |
| 2025-03-31 | $4,415,376 | 37,845 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $3,867,147 | 30,760 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $3,034,739 | 29,113 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $2,718,793 | 27,974 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $2,621,131 | 27,837 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $2,422,635 | 25,980 | Shares | Sole | 2024-01-22 | |
| 2023-09-30 | $1,771,830 | 21,695 | Shares | Sole | 2023-10-25 | |
| 2023-06-30 | $1,447,530 | 16,950 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $1,278,807 | 14,565 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $1,238,316 | 14,565 | Shares | Sole | 2023-01-26 | |
| 2022-09-30 | $1,150,780 | 14,565 | Shares | Sole | 2022-10-17 | |
| 2022-06-30 | $1,113,442 | 14,639 | Shares | Sole | 2022-07-12 | |
| 2022-03-31 | $1,293,782 | 14,803 | Shares | Sole | 2022-04-15 | |
| 2021-12-31 | $1,552,891 | 15,820 | Shares | Sole | 2022-01-20 | |
| 2021-09-30 | $1,548,007 | 15,908 | Shares | Sole | 2021-10-14 | |
| 2021-06-30 | $1,495,555 | 16,311 | Shares | Sole | 2021-07-26 | |
| 2021-03-31 | $1,274,089 | 16,406 | Shares | Sole | 2021-04-20 | |
| 2020-12-31 | $1,079,141 | 15,747 | Shares | Sole | 2021-01-19 | |
| 2020-09-30 | $760,158 | 15,722 | Shares | Sole | 2020-10-22 | |
| 2020-06-30 | $738,362 | 15,287 | Shares | Sole | 2020-07-24 | |
| 2020-03-31 | $551,616 | 16,224 | Shares | Sole | 2020-04-16 | |
| No filing history on record for this holder in this stock. | ||||||