Position in MS
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$3,621,827
+$770,488 QoQ
Shares Held
17,326
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#851
of 2,723 holders
Holding Since
Sep 2021
20 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, 2026Systematic Alpha Investments, LLC holds $9,201,438 across 4 Capital Markets names. MS ranks #1 (39.4% of the industry book) .
All Filings in MS
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20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,621,827 | 17,326 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $2,851,339 | 17,326 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $3,075,884 | 17,326 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $2,754,140 | 17,326 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $2,440,540 | 17,326 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $2,021,424 | 17,326 | Shares | Sole | 2025-05-16 | |
| 2024-12-31 | $2,178,224 | 17,326 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $1,806,062 | 17,326 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $1,683,913 | 17,326 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $1,631,416 | 17,326 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $1,615,649 | 17,326 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $1,415,014 | 17,326 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $1,479,640 | 17,326 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $1,521,222 | 17,326 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $1,473,056 | 17,326 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $1,368,927 | 17,326 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $1,317,815 | 17,326 | Shares | Sole | 2022-08-18 | |
| 2022-03-31 | $1,514,292 | 17,326 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $1,700,720 | 17,326 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $1,685,993 | 17,326 | Shares | Sole | 2021-11-10 | |
| No filing history on record for this holder in this stock. | ||||||