Position in MS
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$2,516,005
+$525,696 QoQ
Shares Held
12,036
-0.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.20%
of 13F equity value
Holder Rank
#994
of 2,723 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 61%
Shared 0%
None 39%
Common Shares in MS Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026Verdence Capital Advisors LLC holds $24,656,489 across 9 Capital Markets names. MS ranks #5 (10.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EVR |
Evercore Inc.
|
29,802 | $10,175,594 | |
| 2 | SF |
Stifel Financial Corp
|
68,358 | $4,769,337 | |
| 3 | GS |
Goldman Sachs Group Inc
|
3,678 | $3,719,818 | |
| 4 | MC |
Moelis & Co
|
43,848 | $2,868,536 | |
| 5 | MS |
Morgan Stanley
This page
|
12,036 | $2,516,005 | |
| 6 | SCHW |
Schwab Charles Corp
|
2,764 | $255,034 | |
| 7 | RIOT |
Riot Platforms, Inc.
|
7,720 | $211,373 | |
| 8 | BGC |
BGC Group, Inc.
|
13,128 | $140,338 |
All Filings in MS
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,516,005 | 12,036 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $1,990,309 | 12,094 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $2,148,823 | 12,104 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $1,924,210 | 12,105 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $2,312,357 | 16,416 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $1,931,355 | 16,554 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $2,178,727 | 17,330 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $2,125,766 | 20,393 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $1,273,480 | 13,103 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $1,195,832 | 12,700 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $1,174,483 | 12,595 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $1,006,827 | 12,328 | Shares | Sole | 2023-10-25 | |
| 2023-06-30 | $1,019,163 | 11,934 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $1,033,493 | 11,771 | Shares | Sole | 2023-04-24 | |
| 2022-12-31 | $916,175 | 10,776 | Shares | Sole | 2023-01-23 | |
| 2022-09-30 | $651,595 | 8,247 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $635,177 | 8,351 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $682,331 | 7,807 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $741,108 | 7,550 | Shares | Sole | 2022-01-26 | |
| 2021-09-30 | $1,102,619 | 11,331 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $890,401 | 9,711 | Shares | Sole | 2021-08-06 | |
| 2021-03-31 | $1,148,280 | 14,786 | Shares | Sole | 2021-05-11 | |
| 2020-12-31 | $959,625 | 14,003 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $560,279 | 11,588 | Shares | Sole | 2020-11-09 | |
| 2020-06-30 | $563,178 | 11,660 | Shares | Sole | 2020-08-11 | |
| 2020-03-31 | $328,066 | 9,649 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||