Position in MS
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$1,247,968
+$263,675 QoQ
Shares Held
5,970
-0.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.19%
of 13F equity value
Holder Rank
#1,289
of 2,723 holders
Holding Since
Dec 2020
23 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, 2026Berger Financial Group, Inc holds $3,007,879 across 4 Capital Markets names. MS ranks #2 (41.5% of the industry book) .
All Filings in MS
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23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,247,968 | 5,970 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $984,293 | 5,981 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $1,037,662 | 5,845 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $947,560 | 5,961 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $840,511 | 5,967 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $712,153 | 6,104 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $734,959 | 5,846 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $608,240 | 5,835 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $560,786 | 5,770 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $548,387 | 5,824 | Shares | Sole | 2024-04-16 | |
| 2023-12-31 | $571,809 | 6,132 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $461,517 | 5,651 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $493,270 | 5,776 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $516,000 | 5,877 | Shares | Sole | 2023-04-24 | |
| 2022-12-31 | $513,860 | 6,044 | Shares | Sole | 2023-01-30 | |
| 2022-09-30 | $477,457 | 6,043 | Shares | Sole | 2022-10-27 | |
| 2022-06-30 | $457,196 | 6,011 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $488,478 | 5,589 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $442,407 | 4,507 | Shares | Sole | 2022-01-26 | |
| 2021-09-30 | $393,618 | 4,045 | Shares | Sole | 2021-10-28 | |
| 2021-06-30 | $329,350 | 3,592 | Shares | Sole | 2021-07-29 | |
| 2021-03-31 | $264,276 | 3,403 | Shares | Sole | 2021-05-12 | |
| 2020-12-31 | $228,341 | 3,332 | Shares | Sole | 2021-02-02 | |
| No filing history on record for this holder in this stock. | ||||||