Position in MS
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$211,130
+$19,406 QoQ
Shares Held
1,010
-13.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.26%
of 13F equity value
Holder Rank
#2,374
of 2,722 holders
Holding Since
Mar 2026
2 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, 2026Brio Consultants, LLC holds $875,153 across 4 Capital Markets names. MS ranks #3 (24.1% of the industry book) .
All Filings in MS
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $211,130 | 1,010 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $191,724 | 1,165 | Shares | Sole | 2026-05-06 | |
| No filing history on record for this holder in this stock. | ||||||