Position in MS
as of Jun 30, 2026
· filed Jul 7, 2026
Position Value
$648,651
+$185,881 QoQ
Shares Held
3,103
+10.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.22%
of 13F equity value
Holder Rank
#1,650
of 2,723 holders
Holding Since
Jun 2025
5 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, 2026Foster Group, Inc. holds $1,618,246 across 4 Capital Markets names. MS ranks #1 (40.1% of the industry book) .
All Filings in MS
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $648,651 | 3,103 | Shares | Sole | 2026-07-07 | |
| 2026-03-31 | $462,770 | 2,812 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $436,546 | 2,459 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $386,908 | 2,434 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $342,853 | 2,434 | Shares | Sole | 2025-07-14 | |
| No filing history on record for this holder in this stock. | ||||||