Position in MS
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$286,593
+$79,235 QoQ
Shares Held
1,371
+8.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#2,162
of 2,722 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 98%
Shared 0%
None 2%
Common Shares in MS Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026CRA Financial Services, LLC holds $1,400,057 across 3 Capital Markets names. MS ranks #2 (20.5% of the industry book) .
All Filings in MS
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $286,593 | 1,371 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $207,358 | 1,260 | Shares | Sole | 2026-04-09 | |
| 2025-12-31 | $233,629 | 1,316 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $204,740 | 1,288 | Shares | Sole | 2025-10-16 | |
| No filing history on record for this holder in this stock. | ||||||