Position in MS
as of Jun 30, 2026
· filed Jul 10, 2026
Position Value
$421,006
+$82,157 QoQ
Shares Held
2,014
-2.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
#1,903
of 2,723 holders
Holding Since
Dec 2020
6 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, 2026Regent Peak Wealth Advisors LLC holds $1,513,695 across 3 Capital Markets names. MS ranks #2 (27.8% of the industry book) .
All Filings in MS
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $421,006 | 2,014 | Shares | Sole | 2026-07-10 | |
| 2026-03-31 | $338,849 | 2,059 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $306,949 | 1,729 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $264,986 | 1,667 | Shares | Sole | 2025-10-16 | |
| 2024-12-31 | $202,409 | 1,610 | Shares | Sole | 2025-01-07 | |
| 2020-12-31 | $55,166 | 805 | Shares | Sole | 2021-02-12 | |
| No filing history on record for this holder in this stock. | ||||||