Position in MS
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$368,328
+$41,492 QoQ
Shares Held
1,762
-11.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.31%
of 13F equity value
Holder Rank
#2,010
of 2,723 holders
Holding Since
Dec 2023
11 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, 2026Capital Square, LLC holds $368,328 across 1 Capital Markets name. MS ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
This page
|
1,762 | $368,328 |
All Filings in MS
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $368,328 | 1,762 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $326,836 | 1,986 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $352,574 | 1,986 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $315,694 | 1,986 | Shares | Sole | 2025-11-21 | |
| 2025-06-30 | $279,747 | 1,986 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $231,706 | 1,986 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $263,509 | 2,096 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $557,371 | 5,347 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $559,717 | 5,759 | Shares | Sole | 2024-08-01 | |
| 2024-03-31 | $542,267 | 5,759 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $537,026 | 5,759 | Shares | Sole | 2024-01-26 | |
| No filing history on record for this holder in this stock. | ||||||