Congress Park Capital LLC

Position in MS — Morgan Stanley

CIK 1730945 SARATOGA SPRINGS, NY

Position in MS

as of Jun 30, 2026 · filed Jul 14, 2026 Compact

Position Value

$751,498

+$123,993 QoQ

Shares Held

3,595

-5.7% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.27%

of 13F equity value

Holder Rank

#1,573

of 2,723 holders

Holding Since

Mar 2020

18 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Congress Park Capital LLC holds $3,443,764 across 2 Capital Markets names. MS ranks #2 (21.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	GS	Goldman Sachs Group Inc	2,662	$2,692,266
2	MS	Morgan Stanley This page	3,595	$751,498

18 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$751,498	3,595	-5.7%	Shares	Sole	2026-07-14
2026-03-31	$627,505	3,813	+5.6%	Shares	Sole	2026-04-14
2025-12-31	$640,883	3,610	+11.9%	Shares	Sole	2026-01-14
2025-09-30	$512,646	3,225	-0.8%	Shares	Sole	2025-10-08
2025-06-30	$457,795	3,250	+2.4%	Shares	Sole	2025-07-11
2025-03-31	$370,427	3,175	-4.5%	Shares	Sole	2025-04-22
2024-12-31	$418,019	3,325	-9.5%	Shares	Sole	2025-01-15
2024-09-30	$383,082	3,675	-48.6%	Shares	Sole	2024-10-09
2024-06-30	$695,297	7,154	-10.6%	Shares	Sole	2024-07-12
2024-03-31	$753,468	8,002	-15.8%	Shares	Sole	2024-04-16
2023-12-31	$885,875	9,500	+265.4%	Shares	Sole	2024-01-19
2023-09-30	$212,342	2,600	-1.9%	Shares	Sole	2023-10-13
2023-06-30	$226,310	2,650	0.0%	Shares	Sole	2023-07-14
2023-03-31	$232,670	2,650	-7.0%	Shares	Sole	2023-04-20
2022-12-31	$242,307	2,850	+3.6%	Shares	Sole	2023-01-30
2022-09-30	$217,277	2,750	-1.8%	Shares	Sole	2022-10-19
2022-06-30	$212,968	2,800	-73.6%	Shares	Sole	2022-07-22
2020-03-31	$360,400	10,600	—	Shares	Sole	2020-05-04
No filing history on record for this holder in this stock.