Position in MS
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$489,571
+$99,047 QoQ
Shares Held
2,342
-1.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.45%
of 13F equity value
Holder Rank
#1,802
of 2,723 holders
Holding Since
Jun 2024
9 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, 2026Jacobsen Capital Management holds $1,097,972 across 3 Capital Markets names. MS ranks #1 (44.6% of the industry book) .
All Filings in MS
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $489,571 | 2,342 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $390,524 | 2,373 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $421,101 | 2,372 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $386,590 | 2,432 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $341,867 | 2,427 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $258,074 | 2,212 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $266,777 | 2,122 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $221,510 | 2,125 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $205,459 | 2,114 | Shares | Sole | 2024-07-23 | |
| No filing history on record for this holder in this stock. | ||||||