Position in MS
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$55,240,492
New position
Shares Held
264,258
first reported quarter
Ownership
0.017%
of shares outstanding
% of Portfolio
0.96%
of 13F equity value
Holder Rank
#263
of 2,722 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 100%
Shared 0%
None 0%
Position in Capital Markets
Financial Services · as of Jun 30, 2026MILFORD FUNDS LTD holds $76,661,123 across 2 Capital Markets names. MS ranks #1 (72.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
This page
|
264,258 | $55,240,492 | |
| 2 | IBKR |
Interactive Brokers Group, Inc.
|
246,101 | $21,420,631 |
All Filings in MS
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $55,240,492 | 264,258 | Shares | Sole | 2026-07-30 | |
| No filing history on record for this holder in this stock. | ||||||