Position in MS
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$57,695
+$12,603 QoQ
Shares Held
276
+0.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#2,563
of 2,722 holders
Holding Since
Dec 2025
3 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, 2026Triumph Capital Management holds $2,320,837 across 12 Capital Markets names. MS ranks #6 (2.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IREN |
IREN Ltd
|
18,364 | $839,785 | |
| 2 | SNEX |
StoneX Group Inc.
|
6,201 | $489,879 | |
| 3 | GS |
Goldman Sachs Group Inc
|
398 | $402,525 | |
| 4 | SCHW |
Schwab Charles Corp
|
3,602 | $332,356 | |
| 5 | GLXY |
Galaxy Digital Inc.
|
4,893 | $133,774 | |
| 6 | MS |
Morgan Stanley
This page
|
276 | $57,695 | |
| 7 | LAZ |
Lazard, Inc.
|
800 | $33,552 | |
| 8 | XP |
XP Inc.
|
1,100 | $17,886 |
All Filings in MS
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $57,695 | 276 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $45,092 | 274 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $28,582 | 161 | Shares | Sole | 2026-02-12 | |
| No filing history on record for this holder in this stock. | ||||||