Position in MS
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$418,080
-$157,915 QoQ
Shares Held
2,000
-42.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#1,914
of 2,723 holders
Holding Since
Mar 2020
26 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, 2026Parkside Investments, LLC holds $14,057,415 across 2 Capital Markets names. MS ranks #2 (3.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
13,486 | $13,639,335 | |
| 2 | MS |
Morgan Stanley
This page
|
2,000 | $418,080 |
All Filings in MS
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $418,080 | 2,000 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $575,995 | 3,500 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $887,650 | 5,000 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $1,112,720 | 7,000 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $1,056,450 | 7,500 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $933,360 | 8,000 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $754,320 | 6,000 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $1,250,880 | 12,000 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $971,900 | 10,000 | Shares | Sole | 2024-07-11 | |
| 2024-03-31 | $1,129,920 | 12,000 | Shares | Sole | 2024-04-12 | |
| 2023-12-31 | $1,119,000 | 12,000 | Shares | Sole | 2024-01-11 | |
| 2023-09-30 | $653,360 | 8,000 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $597,800 | 7,000 | Shares | Sole | 2023-07-07 | |
| 2023-03-31 | $614,600 | 7,000 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $1,275,300 | 15,000 | Shares | Sole | 2023-01-11 | |
| 2022-09-30 | $1,185,150 | 15,000 | Shares | Sole | 2022-10-20 | |
| 2022-06-30 | $912,720 | 12,000 | Shares | Sole | 2022-07-13 | |
| 2022-03-31 | $1,258,560 | 14,400 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $1,177,920 | 12,000 | Shares | Sole | 2022-01-18 | |
| 2021-09-30 | $875,790 | 9,000 | Shares | Sole | 2021-10-21 | |
| 2021-06-30 | $1,375,350 | 15,000 | Shares | Sole | 2021-07-29 | |
| 2021-03-31 | $1,397,880 | 18,000 | Shares | Sole | 2021-04-14 | |
| 2020-12-31 | $1,233,540 | 18,000 | Shares | Sole | 2021-01-13 | |
| 2020-09-30 | $870,300 | 18,000 | Shares | Sole | 2020-10-28 | |
| 2020-06-30 | $869,400 | 18,000 | Shares | Sole | 2020-07-23 | |
| 2020-03-31 | $612,000 | 18,000 | Shares | Sole | 2020-04-21 | |
| No filing history on record for this holder in this stock. | ||||||