Position in MS
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$3,267,295
+$665,444 QoQ
Shares Held
15,630
-1.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
1.93%
of 13F equity value
Holder Rank
#275
of 1,108 holders
Holding Since
Dec 2020
23 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, 2026WOLFF WIESE MAGANA LLC holds $5,894,402 across 18 Capital Markets names. MS ranks #1 (55.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
This page
|
15,630 | $3,267,295 | |
| 2 | SCHW |
Schwab Charles Corp
|
22,487 | $2,074,875 | |
| 3 | GS |
Goldman Sachs Group Inc
|
356 | $360,047 | |
| 4 | HIVE |
HIVE Digital Technologies Ltd.
|
20,000 | $72,800 | |
| 5 | SNEX |
StoneX Group Inc.
|
400 | $47,400 | |
| 6 | HOOD |
Robinhood Markets, Inc.
|
159 | $15,944 | |
| 7 | LPLA |
LPL Financial Holdings Inc.
|
37 | $10,422 | |
| 8 | HLI |
Houlihan Lokey, Inc.
|
75 | $10,059 |
All Filings in MS
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,267,295 | 15,630 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $2,601,851 | 15,810 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $2,727,748 | 15,365 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $2,408,561 | 15,152 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $2,141,917 | 15,206 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $2,298,515 | 19,701 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $2,475,803 | 19,693 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $2,469,862 | 23,694 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $2,267,734 | 23,333 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $2,203,532 | 23,402 | Shares | Sole | 2024-04-18 | |
| 2023-12-31 | $2,202,565 | 23,620 | Shares | Sole | 2024-01-16 | |
| 2023-09-30 | $1,543,236 | 18,896 | Shares | Sole | 2023-10-31 | |
| 2023-06-30 | $1,564,186 | 18,316 | Shares | Sole | 2023-08-01 | |
| 2023-03-31 | $1,402,166 | 15,970 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $1,348,162 | 15,857 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $1,175,035 | 14,872 | Shares | Sole | 2022-10-26 | |
| 2022-06-30 | $163,604 | 2,151 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $123,758 | 1,416 | Shares | Defined | 2022-05-09 | |
| 2021-12-31 | $134,773 | 1,373 | Shares | Defined | 2022-01-18 | |
| 2021-09-30 | $209,215 | 2,150 | Shares | Defined | 2021-11-01 | |
| 2021-06-30 | $254,531 | 2,776 | Shares | Defined | 2021-07-15 | |
| 2021-03-31 | $212,788 | 2,740 | Shares | Defined | 2021-04-15 | |
| 2020-12-31 | $175,710 | 2,564 | Shares | Defined | 2021-01-27 | |
| No filing history on record for this holder in this stock. | ||||||