Position in MS
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$2,735,079
+$601,759 QoQ
Shares Held
13,084
+0.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.43%
of 13F equity value
Holder Rank
#963
of 2,723 holders
Holding Since
Sep 2024
8 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, 2026Kathmere Capital Management, LLC holds $7,424,217 across 4 Capital Markets names. MS ranks #2 (36.8% of the industry book) .
All Filings in MS
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,735,079 | 13,084 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $2,133,320 | 12,963 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $1,523,207 | 8,580 | Shares | Sole | 2026-01-13 | |
| 2025-09-30 | $1,133,384 | 7,130 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $810,085 | 5,751 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $357,710 | 3,066 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $350,004 | 2,784 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $243,087 | 2,332 | Shares | Sole | 2024-10-15 | |
| No filing history on record for this holder in this stock. | ||||||