Position in MS
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$854,973
+$183,528 QoQ
Shares Held
4,090
+0.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.22%
of 13F equity value
Holder Rank
#1,493
of 2,723 holders
Holding Since
Jun 2021
21 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, 2026X-Square Capital, LLC holds $15,873,959 across 3 Capital Markets names. MS ranks #2 (5.4% of the industry book) .
All Filings in MS
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21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $854,973 | 4,090 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $671,445 | 4,080 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $721,659 | 4,065 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $646,172 | 4,065 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $572,595 | 4,065 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $474,146 | 4,064 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $510,800 | 4,063 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $424,048 | 4,068 | Shares | Sole | 2024-10-22 | |
| 2024-06-30 | $395,271 | 4,067 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $406,300 | 4,315 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $402,280 | 4,314 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $410,065 | 5,021 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $428,793 | 5,021 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $445,058 | 5,069 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $419,828 | 4,938 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $390,072 | 4,937 | Shares | Sole | 2022-11-04 | |
| 2022-06-30 | $375,356 | 4,935 | Shares | Sole | 2022-08-05 | |
| 2022-03-31 | $436,912 | 4,999 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $490,112 | 4,993 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $479,057 | 4,923 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $444,238 | 4,845 | Shares | Sole | 2021-08-16 | |
| No filing history on record for this holder in this stock. | ||||||