Position in MS
as of Jun 30, 2026
· filed Jul 10, 2026
Position Value
$1,847,077
+$498,262 QoQ
Shares Held
8,836
+7.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.48%
of 13F equity value
Holder Rank
#1,112
of 2,723 holders
Holding Since
Sep 2022
15 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, 2026West Branch Capital LLC holds $3,286,256 across 2 Capital Markets names. MS ranks #1 (56.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
This page
|
8,836 | $1,847,077 | |
| 2 | GS |
Goldman Sachs Group Inc
|
1,423 | $1,439,179 |
All Filings in MS
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,847,077 | 8,836 | Shares | Sole | 2026-07-10 | |
| 2026-03-31 | $1,348,815 | 8,196 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $1,115,243 | 6,282 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $594,510 | 3,740 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $249,885 | 1,774 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $38,384 | 329 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $162,807 | 1,295 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $33,669 | 323 | Shares | Sole | 2024-10-18 | |
| 2024-06-30 | $30,906 | 318 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $29,942 | 318 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $29,653 | 318 | Shares | Sole | 2024-01-19 | |
| 2023-09-30 | $25,971 | 318 | Shares | Sole | 2023-10-20 | |
| 2023-06-30 | $29,719 | 348 | Shares | Sole | 2023-08-07 | |
| 2022-12-31 | $1,785 | 21 | Shares | Sole | 2023-01-27 | |
| 2022-09-30 | $1,659 | 21 | Shares | Sole | 2022-10-19 | |
| No filing history on record for this holder in this stock. | ||||||