Position in MS
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$330,701
+$97,341 QoQ
Shares Held
1,582
+11.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.33%
of 13F equity value
Holder Rank
#2,062
of 2,723 holders
Holding Since
Jun 2025
5 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, 2026Syverson Strege & Co holds $1,313,854 across 3 Capital Markets names. MS ranks #2 (25.2% of the industry book) .
All Filings in MS
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $330,701 | 1,582 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $233,360 | 1,418 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $259,548 | 1,462 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $249,885 | 1,572 | Shares | Sole | 2025-12-01 | |
| 2025-06-30 | $266,084 | 1,889 | Shares | Sole | 2025-08-04 | |
| No filing history on record for this holder in this stock. | ||||||