Position in MS
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$242,904
+$51,674 QoQ
Shares Held
1,162
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.75%
of 13F equity value
Holder Rank
#2,258
of 2,723 holders
Holding Since
Dec 2024
7 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, 2026Sherman Asset Management, Inc. holds $633,480 across 4 Capital Markets names. MS ranks #1 (38.3% of the industry book) .
All Filings in MS
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $242,904 | 1,162 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $191,230 | 1,162 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $206,289 | 1,162 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $184,711 | 1,162 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $163,679 | 1,162 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $135,570 | 1,162 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $147,092 | 1,170 | Shares | Sole | 2025-02-05 | |
| No filing history on record for this holder in this stock. | ||||||