Position in MS
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$928,137
+$207,815 QoQ
Shares Held
4,440
+1.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#1,446
of 2,718 holders
Holding Since
Mar 2020
19 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, 2026Jacobi Capital Management LLC holds $4,213,761 across 7 Capital Markets names. MS ranks #2 (22.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
1,998 | $2,020,717 | |
| 2 | MS |
Morgan Stanley
This page
|
4,440 | $928,137 | |
| 3 | GLXY |
Galaxy Digital Inc.
|
21,100 | $576,874 | |
| 4 | SCHW |
Schwab Charles Corp
|
2,767 | $255,311 | |
| 5 | LPLA |
LPL Financial Holdings Inc.
|
732 | $206,189 | |
| 6 | BMNR |
Bitmine Immersion Technologies, Inc.
|
14,285 | $190,133 | |
| 7 | HIVE |
HIVE Digital Technologies Ltd.
|
10,000 | $36,400 |
All Filings in MS
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $928,137 | 4,440 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $720,322 | 4,377 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $649,582 | 3,659 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $609,611 | 3,835 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $537,944 | 3,819 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $441,129 | 3,781 | Shares | Sole | 2025-05-27 | |
| 2024-12-31 | $473,335 | 3,765 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $392,984 | 3,770 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $329,960 | 3,395 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $310,539 | 3,298 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $235,269 | 2,523 | Shares | Sole | 2024-02-14 | |
| 2021-12-31 | $250,995 | 2,557 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $147,327 | 1,514 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $106,177 | 1,158 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $72,301 | 931 | Shares | Sole | 2021-05-11 | |
| 2020-12-31 | $50,712 | 740 | Shares | Sole | 2021-02-08 | |
| 2020-09-30 | $4,641 | 96 | Shares | Sole | 2020-10-30 | |
| 2020-06-30 | $4,588 | 95 | Shares | Sole | 2020-08-04 | |
| 2020-03-31 | $3,230 | 95 | Shares | Sole | 2020-04-24 | |
| No filing history on record for this holder in this stock. | ||||||