Gleason Group, Inc.

Position in MS — Morgan Stanley

CIK 1822632 PROSPECT, KY

Position in MS

as of Jun 30, 2026 · filed Jul 13, 2026 Compact

Position Value

$186,672

+$53,865 QoQ

Shares Held

893

+10.7% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.35%

of 13F equity value

Holder Rank

#2,446

of 2,723 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Gleason Group, Inc. holds $242,376 across 5 Capital Markets names. MS ranks #1 (77.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MS	Morgan Stanley This page	893	$186,672
2	GS	Goldman Sachs Group Inc	31	$31,352
3	VIRT	Virtu Financial, Inc.	186	$11,080
4	SCHW	Schwab Charles Corp	108	$9,965
5	IBKR	Interactive Brokers Group, Inc.	38	$3,307

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$186,672	893	+10.7%	Shares	Sole	2026-07-13
2026-03-31	$132,807	807	+0.6%	Shares	Sole	2026-05-04
2025-12-31	$142,379	802	-14.5%	Shares	Sole	2026-01-15
2025-09-30	$149,104	938	+0.6%	Shares	Sole	2025-10-16
2025-06-30	$131,281	932	+0.8%	Shares	Sole	2025-07-17
2025-03-31	$107,919	925	+0.7%	Shares	Sole	2025-04-11
2024-12-31	$115,536	919	-37.6%	Shares	Sole	2025-01-13
2024-09-30	$153,545	1,473	+0.9%	Shares	Sole	2024-10-15
2024-06-30	$141,897	1,460	+0.8%	Shares	Sole	2024-07-12
2024-03-31	$136,343	1,448	+1.0%	Shares	Sole	2024-04-12
2023-12-31	$133,627	1,433	+1.1%	Shares	Sole	2024-01-19
2023-09-30	$115,808	1,418	+1.0%	Shares	Sole	2023-10-12
2023-06-30	$119,901	1,404	+0.9%	Shares	Sole	2023-07-20
2023-03-31	$122,129	1,391	+0.8%	Shares	Sole	2023-04-14
2022-12-31	$117,327	1,380	+0.9%	Shares	Sole	2023-01-11
2022-09-30	$108,085	1,368	+0.9%	Shares	Sole	2022-10-11
2022-06-30	$103,137	1,356	+0.9%	Shares	Sole	2022-07-13
2022-03-31	$117,465	1,344	+0.7%	Shares	Sole	2022-04-22
2021-12-31	$131,043	1,335	+0.7%	Shares	Sole	2022-01-18
2021-09-30	$129,033	1,326	+0.7%	Shares	Sole	2021-10-12
2021-06-30	$120,755	1,317	+0.4%	Shares	Sole	2021-07-27
2021-03-31	$101,889	1,312	+0.5%	Shares	Sole	2021-04-14
2020-12-31	$89,431	1,305	+0.6%	Shares	Sole	2021-01-28
2020-09-30	$62,709	1,297	+0.6%	Shares	Sole	2020-10-15
2020-06-30	$62,258	1,289	+5.1%	Shares	Sole	2020-08-27
2020-03-31	$41,718	1,227	—	Shares	Sole	2020-08-27
No filing history on record for this holder in this stock.