Position in MS
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$1,679,009
+$320,484 QoQ
Shares Held
8,032
-2.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.58%
of 13F equity value
Holder Rank
#1,155
of 2,723 holders
Holding Since
Mar 2021
22 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, 2026SAGE RHINO CAPITAL LLC holds $4,085,450 across 9 Capital Markets names. MS ranks #1 (41.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
This page
|
8,032 | $1,679,009 | |
| 2 | SCHW |
Schwab Charles Corp
|
11,164 | $1,030,102 | |
| 3 | GS |
Goldman Sachs Group Inc
|
250 | $252,842 | |
| 4 | SNEX |
StoneX Group Inc.
|
3,068 | $242,332 | |
| 5 | HOOD |
Robinhood Markets, Inc.
|
2,264 | $227,033 | |
| 6 | MC |
Moelis & Co
|
3,310 | $216,540 | |
| 7 | NMR |
Nomura Holdings Inc
|
18,751 | $164,633 | |
| 8 | MARA |
MARA Holdings, Inc.
|
11,352 | $157,679 |
All Filings in MS
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22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,679,009 | 8,032 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $1,358,525 | 8,255 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $1,457,876 | 8,212 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $1,374,686 | 8,648 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $1,140,543 | 8,097 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $944,326 | 8,094 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $1,035,555 | 8,237 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $878,847 | 8,431 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $863,144 | 8,881 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $892,071 | 9,474 | Shares | Sole | 2024-04-26 | |
| 2023-12-31 | $820,600 | 8,800 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $724,412 | 8,870 | Shares | Sole | 2023-10-26 | |
| 2023-06-30 | $760,743 | 8,908 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $850,957 | 9,692 | Shares | Sole | 2023-04-21 | |
| 2022-12-31 | $802,503 | 9,439 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $742,614 | 9,399 | Shares | Sole | 2022-10-24 | |
| 2022-06-30 | $704,848 | 9,267 | Shares | Sole | 2022-07-28 | |
| 2022-03-31 | $711,173 | 8,137 | Shares | Sole | 2022-04-27 | |
| 2021-12-31 | $1,020,176 | 10,393 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $1,042,773 | 10,716 | Shares | Sole | 2021-10-18 | |
| 2021-06-30 | $1,628,506 | 17,761 | Shares | Sole | 2021-07-27 | |
| 2021-03-31 | $1,347,245 | 17,348 | Shares | Sole | 2021-05-04 | |
| No filing history on record for this holder in this stock. | ||||||