Position in MS
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$275,096
+$25,608 QoQ
Shares Held
1,316
-13.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#2,186
of 2,723 holders
Holding Since
Sep 2021
17 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in MS Over Time
Shares Held
Position Value (USD)
Derivatives in MS
reported options exposure · as of Sep 30, 2025CallValue
$1,589
CallShares
10
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Capital Markets
Financial Services · as of Jun 30, 2026Royal Fund Management, LLC holds $15,486,675 across 3 Capital Markets names. MS ranks #3 (1.8% of the industry book) .
All Filings in MS
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $275,096 | 1,316 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $249,488 | 1,516 | Shares | Sole | 2026-05-19 | |
| 2025-12-31 | $315,648 | 1,778 | Shares | Sole | 2026-01-15 | |
| 2025-09-30 | $287,876 | 1,811 | Shares | Sole | 2025-10-29 | |
| 2025-09-30 | $1,589 | 10 | Call | Sole | 2025-10-29 | |
| 2025-06-30 | $140,860 | 1,000 | Call | Sole | 2025-08-13 | |
| 2025-06-30 | $390,463 | 2,772 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $116,670 | 1,000 | Call | Sole | 2025-05-14 | |
| 2025-03-31 | $141,287 | 1,211 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $251,440 | 2,000 | Call | Sole | 2025-01-16 | |
| 2024-12-31 | $165,196 | 1,314 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $273,942 | 2,628 | Shares | Sole | 2024-10-08 | |
| 2024-09-30 | $250,176 | 2,400 | Call | Sole | 2024-10-08 | |
| 2024-03-31 | $141,240 | 1,500 | Call | Sole | 2024-04-11 | |
| 2024-03-31 | $165,721 | 1,760 | Shares | Sole | 2024-04-11 | |
| 2023-12-31 | $183,329 | 1,966 | Shares | Sole | 2024-02-06 | |
| 2023-12-31 | $149,200 | 1,600 | Call | Sole | 2024-02-06 | |
| 2023-06-30 | $170,800 | 2,000 | Call | Sole | 2023-07-12 | |
| 2023-06-30 | $174,557 | 2,044 | Shares | Sole | 2023-07-12 | |
| 2023-03-31 | $1,119,186 | 12,747 | Shares | Sole | 2023-04-10 | |
| 2022-12-31 | $212,550 | 2,500 | Call | Sole | 2023-01-20 | |
| 2022-12-31 | $649,807 | 7,643 | Shares | Sole | 2023-01-20 | |
| 2022-09-30 | $561,761 | 7,110 | Shares | Sole | 2022-11-14 | |
| 2022-03-31 | $204,865 | 2,344 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $288,983 | 2,944 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $286,480 | 2,944 | Shares | Sole | 2021-10-20 | |
| No filing history on record for this holder in this stock. | ||||||