Position in MS
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$23,621
+$4,367 QoQ
Shares Held
113
-3.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#2,640
of 2,723 holders
Holding Since
Mar 2024
7 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, 2026First Pacific Financial holds $435,218 across 4 Capital Markets names. MS ranks #2 (5.4% of the industry book) .
All Filings in MS
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $23,621 | 113 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $19,254 | 117 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $19,883 | 112 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $17,644 | 111 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $15,635 | 111 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $12,950 | 111 | Shares | Sole | 2025-04-23 | |
| 2024-03-31 | $3,295 | 35 | Shares | Sole | 2024-04-24 | |
| No filing history on record for this holder in this stock. | ||||||