Position in MS
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$1,849,376
+$367,917 QoQ
Shares Held
8,847
-1.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.28%
of 13F equity value
Holder Rank
#1,109
of 2,723 holders
Holding Since
Mar 2022
16 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, 2026Resonant Capital Advisors, LLC holds $6,754,696 across 4 Capital Markets names. MS ranks #2 (27.4% of the industry book) .
All Filings in MS
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16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,849,376 | 8,847 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $1,481,459 | 9,002 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $1,434,264 | 8,079 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $1,262,778 | 7,944 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $1,092,087 | 7,753 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $731,754 | 6,272 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $774,686 | 6,162 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $619,811 | 5,946 | Shares | Sole | 2024-10-18 | |
| 2024-06-30 | $560,591 | 5,768 | Shares | Sole | 2024-08-01 | |
| 2024-03-31 | $461,101 | 4,897 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $237,880 | 2,551 | Shares | Sole | 2024-01-31 | |
| 2023-09-30 | $228,104 | 2,793 | Shares | Sole | 2023-10-31 | |
| 2023-06-30 | $244,414 | 2,862 | Shares | Sole | 2023-07-25 | |
| 2023-03-31 | $234,426 | 2,670 | Shares | Sole | 2023-04-21 | |
| 2022-12-31 | $305,051 | 3,588 | Shares | Sole | 2023-01-23 | |
| 2022-03-31 | $215,266 | 2,463 | Shares | Sole | 2022-04-19 | |
| No filing history on record for this holder in this stock. | ||||||