Position in MS
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$1,334,511
+$249,172 QoQ
Shares Held
6,384
-3.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#1,262
of 2,723 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 2%
Shared 0%
None 98%
Common Shares in MS Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026Csenge Advisory Group holds $7,202,711 across 6 Capital Markets names. MS ranks #2 (18.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SCHW |
Schwab Charles Corp
|
21,946 | $2,024,957 | |
| 2 | MS |
Morgan Stanley
This page
|
6,384 | $1,334,511 | |
| 3 | IBKR |
Interactive Brokers Group, Inc.
|
14,102 | $1,227,438 | |
| 4 | SNEX |
StoneX Group Inc.
|
14,535 | $1,148,265 | |
| 5 | GS |
Goldman Sachs Group Inc
|
1,083 | $1,095,313 | |
| 6 | BMNR |
Bitmine Immersion Technologies, Inc.
|
27,966 | $372,227 |
All Filings in MS
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,334,511 | 6,384 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $1,085,339 | 6,595 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $1,237,384 | 6,970 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $1,040,552 | 6,546 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $1,106,596 | 7,856 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $900,692 | 7,720 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $1,022,103 | 8,130 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $855,706 | 8,209 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $852,356 | 8,770 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $650,080 | 6,904 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $901,074 | 9,663 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $705,547 | 8,639 | Shares | Sole | 2023-11-01 | |
| 2023-06-30 | $696,180 | 8,152 | Shares | Sole | 2023-07-20 | |
| 2023-03-31 | $756,748 | 8,619 | Shares | Sole | 2023-05-01 | |
| 2022-12-31 | $652,358 | 7,673 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $636,662 | 8,058 | Shares | Sole | 2022-10-04 | |
| 2022-06-30 | $613,423 | 8,065 | Shares | Sole | 2022-07-27 | |
| 2022-03-31 | $1,264,678 | 14,470 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $1,411,835 | 14,383 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $1,172,488 | 12,049 | Shares | Sole | 2021-10-20 | |
| 2021-06-30 | $1,318,777 | 14,383 | Shares | Sole | 2021-07-21 | |
| 2021-03-31 | $1,295,834 | 16,686 | Shares | Sole | 2021-04-28 | |
| 2020-12-31 | $1,264,104 | 18,446 | Shares | Sole | 2021-01-26 | |
| 2020-09-30 | $1,005,196 | 20,790 | Shares | Sole | 2020-11-09 | |
| 2020-06-30 | $1,531,593 | 31,710 | Shares | Sole | 2020-07-17 | |
| 2020-03-31 | $377,060 | 11,090 | Shares | Sole | 2020-04-21 | |
| No filing history on record for this holder in this stock. | ||||||