Position in MS
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$1,321,968
+$388,363 QoQ
Shares Held
6,324
+11.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.43%
of 13F equity value
Holder Rank
#1,266
of 2,723 holders
Holding Since
Jun 2025
5 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, 2026FORTRESS PRIVATE LEDGER, LLC holds $3,622,834 across 2 Capital Markets names. MS ranks #2 (36.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
2,275 | $2,300,866 | |
| 2 | MS |
Morgan Stanley
This page
|
6,324 | $1,321,968 |
All Filings in MS
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,321,968 | 6,324 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $933,605 | 5,673 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $867,766 | 4,888 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $551,750 | 3,471 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $414,832 | 2,945 | Shares | Sole | 2025-08-14 | |
| No filing history on record for this holder in this stock. | ||||||