Position in MS
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$9,672,489
+$2,678,100 QoQ
Shares Held
46,271
+8.9% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.25%
of 13F equity value
Holder Rank
#567
of 2,723 holders
Holding Since
Sep 2021
20 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, 2026Summit Financial, LLC holds $76,860,325 across 15 Capital Markets names. MS ranks #3 (12.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
32,547 | $32,917,059 | |
| 2 | HOOD |
Robinhood Markets, Inc.
|
142,082 | $14,247,982 | |
| 3 | MS |
Morgan Stanley
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|
46,271 | $9,672,489 | |
| 4 | CLSK |
Cleanspark, Inc.
|
391,633 | $5,698,260 | |
| 5 | SCHW |
Schwab Charles Corp
|
37,802 | $3,487,990 | |
| 6 | FIGR |
Figure Technology Solutions, Inc.
|
100,082 | $3,073,518 | |
| 7 | GLXY |
Galaxy Digital Inc.
|
108,867 | $2,976,423 | |
| 8 | IBKR |
Interactive Brokers Group, Inc.
|
14,889 | $1,295,938 |
All Filings in MS
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20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,672,489 | 46,271 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $6,994,389 | 42,501 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $8,018,675 | 45,168 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $7,424,067 | 46,704 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $6,554,356 | 46,531 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $5,572,625 | 47,764 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $6,168,451 | 49,065 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $5,151,332 | 49,418 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $4,516,224 | 46,468 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $2,602,488 | 27,639 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $2,602,421 | 27,908 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $4,119,026 | 50,435 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $3,523,689 | 41,261 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $1,196,450 | 13,627 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $1,120,138 | 13,175 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $691,337 | 8,750 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $338,010 | 4,444 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $468,114 | 5,356 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $516,812 | 5,265 | Shares | Sole | 2022-02-07 | |
| 2021-09-30 | $334,259 | 3,435 | Shares | Sole | 2021-11-08 | |
| No filing history on record for this holder in this stock. | ||||||