Position in MS
as of Jun 30, 2026
· filed Aug 18, 2026
Position Value
$430,413
+$78,234 QoQ
Shares Held
2,059
-3.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#1,896
of 2,723 holders
Holding Since
Dec 2024
6 quarters on record
Voting authority
Sole 41%
Shared 0%
None 59%
Common Shares in MS Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026RB Capital Management, LLC holds $4,972,475 across 2 Capital Markets names. MS ranks #2 (8.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
4,491 | $4,542,062 | |
| 2 | MS |
Morgan Stanley
This page
|
2,059 | $430,413 |
All Filings in MS
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $430,413 | 2,059 | Shares | Sole | 2026-08-18 | |
| 2026-03-31 | $352,179 | 2,140 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $377,961 | 2,129 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $317,602 | 1,998 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $252,421 | 1,792 | Shares | Sole | 2025-07-07 | |
| 2024-12-31 | $202,660 | 1,612 | Shares | Sole | 2025-02-18 | |
| No filing history on record for this holder in this stock. | ||||||