Position in MS
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$896,363
+$174,230 QoQ
Shares Held
4,288
-2.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.24%
of 13F equity value
Holder Rank
#1,467
of 2,723 holders
Holding Since
Dec 2020
23 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, 2026FORTEM FINANCIAL GROUP, LLC holds $1,159,319 across 2 Capital Markets names. MS ranks #1 (77.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
This page
|
4,288 | $896,363 | |
| 2 | GS |
Goldman Sachs Group Inc
|
260 | $262,956 |
All Filings in MS
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23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $896,363 | 4,288 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $722,133 | 4,388 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $818,058 | 4,608 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $743,773 | 4,679 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $654,717 | 4,648 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $543,448 | 4,658 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $525,635 | 4,181 | Shares | Sole | 2025-01-06 | |
| 2024-09-30 | $435,827 | 4,181 | Shares | Sole | 2024-11-18 | |
| 2024-06-30 | $381,762 | 3,928 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $398,108 | 4,228 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $336,446 | 3,608 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $357,551 | 4,378 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $410,090 | 4,802 | Shares | Sole | 2023-07-18 | |
| 2023-03-31 | $321,172 | 3,658 | Shares | Sole | 2023-04-21 | |
| 2022-12-31 | $343,650 | 4,042 | Shares | Sole | 2023-01-17 | |
| 2022-09-30 | $315,407 | 3,992 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $384,939 | 5,061 | Shares | Sole | 2022-07-25 | |
| 2022-03-31 | $898,297 | 10,278 | Shares | Sole | 2022-04-27 | |
| 2021-12-31 | $713,230 | 7,266 | Shares | Sole | 2022-01-20 | |
| 2021-09-30 | $891,456 | 9,161 | Shares | Sole | 2021-10-15 | |
| 2021-06-30 | $381,155 | 4,157 | Shares | Sole | 2021-07-14 | |
| 2021-03-31 | $203,236 | 2,617 | Shares | Sole | 2021-04-20 | |
| 2020-12-31 | $88,266 | 1,288 | Shares | Sole | 2021-01-29 | |
| No filing history on record for this holder in this stock. | ||||||