Position in MS
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$206,322
-$88,098 QoQ
Shares Held
987
-72.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
#2,407
of 2,723 holders
Holding Since
Mar 2022
8 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in MS Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026KG Capital Management holds $2,423,625 across 6 Capital Markets names. MS ranks #5 (8.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
767 | $775,720 | |
| 2 | IBKR |
Interactive Brokers Group, Inc.
|
7,113 | $619,115 | |
| 3 | SNEX |
StoneX Group Inc.
|
4,845 | $382,755 | |
| 4 | MRX |
Marex Group Ltd
|
4,909 | $299,203 | |
| 5 | MS |
Morgan Stanley
This page
|
987 | $206,322 | |
| 6 | ABTC |
American Bitcoin Corp.
|
13,755 | $140,510 |
All Filings in MS
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $206,322 | 987 | Shares | Sole | 2026-08-07 | |
| 2023-09-30 | $294,420 | 3,605 | Shares | Sole | 2023-10-19 | |
| 2023-06-30 | $406,845 | 4,764 | Shares | Sole | 2023-07-20 | |
| 2023-03-31 | $466,218 | 5,310 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $274,274 | 3,226 | Shares | Sole | 2023-01-19 | |
| 2022-09-30 | $367,475 | 4,651 | Shares | Sole | 2022-10-24 | |
| 2022-06-30 | $398,250 | 5,236 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $275,921 | 3,157 | Shares | Sole | 2022-05-02 | |
| No filing history on record for this holder in this stock. | ||||||