Position in MS
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$255,655
+$79,730 QoQ
Shares Held
1,223
+14.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#2,237
of 2,731 holders
Holding Since
Mar 2020
26 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, 2026TSFG, LLC holds $1,635,886 across 10 Capital Markets names. MS ranks #2 (15.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
820 | $829,323 | |
| 2 | MS |
Morgan Stanley
This page
|
1,223 | $255,655 | |
| 3 | LPLA |
LPL Financial Holdings Inc.
|
867 | $244,216 | |
| 4 | HOOD |
Robinhood Markets, Inc.
|
1,573 | $157,740 | |
| 5 | IREN |
IREN Ltd
|
1,750 | $80,027 | |
| 6 | BMNR |
Bitmine Immersion Technologies, Inc.
|
3,440 | $45,786 | |
| 7 | JEF |
Jefferies Financial Group Inc.
|
205 | $10,245 | |
| 8 | MARA |
MARA Holdings, Inc.
|
579 | $8,042 |
All Filings in MS
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $255,655 | 1,223 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $175,925 | 1,069 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $189,424 | 1,067 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $169,451 | 1,066 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $149,875 | 1,064 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $110,603 | 948 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $74,300 | 591 | Shares | Sole | 2025-01-13 | |
| 2024-09-30 | $62,439 | 599 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $65,408 | 673 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $50,469 | 536 | Shares | Sole | 2024-04-16 | |
| 2023-12-31 | $50,541 | 542 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $50,635 | 620 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $52,948 | 620 | Shares | Sole | 2023-07-10 | |
| 2023-03-31 | $45,041 | 513 | Shares | Sole | 2023-04-21 | |
| 2022-12-31 | $61,469 | 723 | Shares | Sole | 2023-01-19 | |
| 2022-09-30 | $57,045 | 722 | Shares | Sole | 2022-10-20 | |
| 2022-06-30 | $60,087 | 790 | Shares | Sole | 2022-07-13 | |
| 2022-03-31 | $73,416 | 840 | Shares | Sole | 2022-04-25 | |
| 2021-12-31 | $82,356 | 839 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $81,643 | 839 | Shares | Sole | 2021-10-12 | |
| 2021-06-30 | $76,927 | 839 | Shares | Sole | 2021-07-19 | |
| 2021-03-31 | $63,059 | 812 | Shares | Sole | 2021-04-14 | |
| 2020-12-31 | $48,793 | 712 | Shares | Sole | 2021-01-20 | |
| 2020-09-30 | $29,203 | 604 | Shares | Sole | 2020-10-06 | |
| 2020-06-30 | $29,173 | 604 | Shares | Sole | 2020-07-07 | |
| 2020-03-31 | $20,536 | 604 | Shares | Sole | 2020-04-08 | |
| No filing history on record for this holder in this stock. | ||||||