Position in MS
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$671,227
+$149,212 QoQ
Shares Held
3,211
+1.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.20%
of 13F equity value
Holder Rank
#1,628
of 2,723 holders
Holding Since
Jun 2021
14 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in MS Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026Essex Bank holds $4,632,537 across 3 Capital Markets names. MS ranks #3 (14.5% of the industry book) .
All Filings in MS
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $671,227 | 3,211 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $522,015 | 3,172 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $572,889 | 3,227 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $512,327 | 3,223 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $452,018 | 3,209 | Shares | Sole | 2025-07-11 | |
| 2025-03-31 | $384,194 | 3,293 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $426,567 | 3,393 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $326,270 | 3,130 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $310,229 | 3,192 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $371,931 | 3,950 | Shares | Sole | 2024-04-22 | |
| 2023-12-31 | $368,337 | 3,950 | Shares | Sole | 2024-01-22 | |
| 2021-12-31 | $219,780 | 2,239 | Shares | Defined | 2022-02-23 | |
| 2021-09-30 | $222,742 | 2,289 | Shares | Defined | 2021-10-20 | |
| 2021-06-30 | $215,471 | 2,350 | Shares | Defined | 2021-07-29 | |
| No filing history on record for this holder in this stock. | ||||||