Position in MS
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$2,367,378
+$613,391 QoQ
Shares Held
11,325
+6.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.49%
of 13F equity value
Holder Rank
#1,012
of 2,723 holders
Holding Since
Jun 2024
9 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, 2026Symphony Financial, Ltd. Co. holds $3,479,559 across 3 Capital Markets names. MS ranks #1 (68.0% 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 | $2,367,378 | 11,325 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $1,753,987 | 10,658 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $1,048,847 | 5,908 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $2,361,827 | 14,858 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $2,187,696 | 15,531 | Shares | Sole | 2025-08-15 | |
| 2025-03-31 | $1,102,998 | 9,454 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $1,186,796 | 9,440 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $651,187 | 6,247 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $360,380 | 3,708 | Shares | Sole | 2024-07-18 | |
| No filing history on record for this holder in this stock. | ||||||