Position in MS
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$1,430,878
+$370,225 QoQ
Shares Held
6,845
+6.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.21%
of 13F equity value
Holder Rank
#1,231
of 2,723 holders
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 Jun 30, 2026L2 Asset Management, LLC holds $11,954,268 across 6 Capital Markets names. MS ranks #5 (12.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HOOD |
Robinhood Markets, Inc.
|
34,685 | $3,478,211 | |
| 2 | SCHW |
Schwab Charles Corp
|
26,792 | $2,472,097 | |
| 3 | EVR |
Evercore Inc.
|
6,449 | $2,201,946 | |
| 4 | GS |
Goldman Sachs Group Inc
|
1,680 | $1,699,101 | |
| 5 | MS |
Morgan Stanley
This page
|
6,845 | $1,430,878 | |
| 6 | IBKR |
Interactive Brokers Group, Inc.
|
7,721 | $672,035 |
All Filings in MS
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22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,430,878 | 6,845 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $1,060,653 | 6,445 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,075,299 | 6,057 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $906,707 | 5,704 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $770,645 | 5,471 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $607,267 | 5,205 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $597,798 | 4,755 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $516,196 | 4,952 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $465,054 | 4,785 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $419,294 | 4,453 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $383,817 | 4,116 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $5,798 | 71 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $287,456 | 3,366 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $3,459,495 | 39,402 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $2,248,098 | 26,442 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $2,071,721 | 26,221 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,872,216 | 24,615 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $423,016 | 4,840 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $264,050 | 2,690 | Shares | Sole | 2022-02-10 | |
| 2021-06-30 | $1,441,641 | 15,723 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $1,974,039 | 25,419 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $2,105,378 | 30,722 | Shares | Sole | 2021-02-12 | |
| No filing history on record for this holder in this stock. | ||||||