Position in MS
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$68,356
+$39,721 QoQ
Shares Held
327
+87.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.27%
of 13F equity value
Holder Rank
#2,544
of 2,723 holders
Holding Since
Sep 2025
4 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, 2026HORIZON FINANCIAL SERVICES, LLC holds $164,880 across 7 Capital Markets names. MS ranks #1 (41.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
This page
|
327 | $68,356 | |
| 2 | GS |
Goldman Sachs Group Inc
|
45 | $45,511 | |
| 3 | JEF |
Jefferies Financial Group Inc.
|
385 | $19,242 | |
| 4 | SCHW |
Schwab Charles Corp
|
182 | $16,793 | |
| 5 | BTBT |
Bit Digital, Inc
|
6,000 | $10,800 | |
| 6 | CRCL |
Circle Internet Group, Inc.
|
39 | $2,442 | |
| 7 | PIPR |
Piper Sandler Companies
|
24 | $1,736 |
All Filings in MS
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $68,356 | 327 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $28,635 | 174 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $12,427 | 70 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $8,424 | 53 | Shares | Sole | 2025-11-12 | |
| No filing history on record for this holder in this stock. | ||||||