Position in MS
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$124,378
+$26,459 QoQ
Shares Held
595
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#2,485
of 2,723 holders
Holding Since
Dec 2023
11 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, 2026BFSG, LLC holds $782,808 across 6 Capital Markets names. MS ranks #3 (15.9% of the industry book) .
All Filings in MS
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $124,378 | 595 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $97,919 | 595 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $99,416 | 560 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $89,017 | 560 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $78,881 | 560 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $65,335 | 560 | Shares | Sole | 2025-04-18 | |
| 2024-12-31 | $70,403 | 560 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $58,374 | 560 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $54,426 | 560 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $52,729 | 560 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $55,950 | 600 | Shares | Sole | 2024-04-23 | |
| No filing history on record for this holder in this stock. | ||||||