Position in MS
as of Mar 31, 2026
· filed May 6, 2026
Position Value
$1,158,901
-$28,597 QoQ
Shares Held
7,042
+5.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.21%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2023
11 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 Mar 31, 2026Zhang Financial LLC holds $7,409,829 across 3 Capital Markets names. MS ranks #2 (15.6% of the industry book) .
All Filings in MS
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,158,901 | 7,042 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $1,187,498 | 6,689 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $1,057,242 | 6,651 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $896,292 | 6,363 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $386,177 | 3,310 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $452,843 | 3,602 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $314,387 | 3,016 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $300,705 | 3,094 | Shares | Sole | 2024-07-19 | |
| 2024-03-31 | $285,304 | 3,030 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $282,081 | 3,025 | Shares | Sole | 2024-01-31 | |
| 2023-06-30 | $224,004 | 2,623 | Shares | Sole | 2023-07-18 | |
| No filing history on record for this holder in this stock. | ||||||