Position in MS
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$891,346
+$260,056 QoQ
Shares Held
4,264
+11.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.49%
of 13F equity value
Holder Rank
#1,469
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, 2026Frisch Financial Group, Inc. holds $4,756,825 across 3 Capital Markets names. MS ranks #3 (18.7% of the industry book) .
All Filings in MS
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23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $891,346 | 4,264 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $631,290 | 3,836 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $665,737 | 3,750 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $602,140 | 3,788 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $530,197 | 3,764 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $436,345 | 3,740 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $464,158 | 3,692 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $399,343 | 3,831 | Shares | Sole | 2024-11-15 | |
| 2024-06-30 | $349,689 | 3,598 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $338,599 | 3,596 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $340,362 | 3,650 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $297,033 | 3,637 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $311,880 | 3,652 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $371,130 | 4,227 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $356,233 | 4,190 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $328,760 | 4,161 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $300,665 | 3,953 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $349,600 | 4,000 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $525,941 | 5,358 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $506,206 | 5,202 | Shares | Sole | 2021-11-16 | |
| 2021-06-30 | $478,805 | 5,222 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $433,109 | 5,577 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $320,857 | 4,682 | Shares | Sole | 2021-01-26 | |
| No filing history on record for this holder in this stock. | ||||||