Summit Global Investments

Position in MS — Morgan Stanley

CIK 1697953 BOUNTIFUL, UT

Position in MS

as of Jun 30, 2026 · filed Aug 3, 2026 Compact

Position Value

$772,611

-$16,008 QoQ

Shares Held

3,696

-22.9% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.10%

of 13F equity value

Holder Rank

#1,558

of 2,723 holders

Holding Since

Jun 2021

17 quarters on record

Financial Services · as of Jun 30, 2026

Summit Global Investments holds $6,144,266 across 7 Capital Markets names. MS ranks #5 (12.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	VIRT	Virtu Financial, Inc.	25,900	$1,542,863
2	SNEX	StoneX Group Inc.	18,064	$1,427,095
3	GS	Goldman Sachs Group Inc	922	$932,483
4	SCHW	Schwab Charles Corp	8,721	$804,686
5	MS	Morgan Stanley This page	3,696	$772,611
6	PIPR	Piper Sandler Companies	5,580	$403,657
7	NMR	Nomura Holdings Inc	29,712	$260,871

17 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$772,611	3,696	-22.9%	Shares	Sole	2026-08-03
2026-03-31	$788,619	4,792	-16.2%	Shares	Sole	2026-05-07
2025-12-31	$1,015,649	5,721	+166.8%	Shares	Sole	2026-02-18
2024-12-31	$269,543	2,144	-83.6%	Shares	Sole	2025-02-11
2024-09-30	$1,365,648	13,101	+193.5%	Shares	Sole	2024-10-31
2024-06-30	$433,856	4,464	+68.8%	Shares	Sole	2024-07-22
2024-03-31	$248,959	2,644	-2.7%	Shares	Sole	2024-04-29
2023-12-31	$253,360	2,717	+0.9%	Shares	Sole	2024-02-06
2023-09-30	$219,855	2,692	+5.0%	Shares	Sole	2023-10-16
2023-06-30	$218,880	2,563	0.0%	Shares	Sole	2023-07-19
2023-03-31	$225,031	2,563	-0.2%	Shares	Sole	2023-05-04
2022-12-31	$218,331	2,568	0.0%	Shares	Sole	2023-01-31
2022-09-30	$202,897	2,568	+0.2%	Shares	Sole	2022-11-14
2022-03-31	$224,006	2,563	0.0%	Shares	Sole	2022-04-29
2021-12-31	$251,584	2,563	0.0%	Shares	Sole	2022-02-14
2021-09-30	$249,405	2,563	+2.0%	Shares	Sole	2021-11-08
2021-06-30	$230,416	2,513	—	Shares	Sole	2022-01-28
No filing history on record for this holder in this stock.