Position in MS
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$735,820
+$170,852 QoQ
Shares Held
3,520
+2.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.26%
of 13F equity value
Holder Rank
#1,579
of 2,723 holders
Holding Since
Jun 2024
9 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, 2026Allegheny Financial Group holds $1,060,469 across 2 Capital Markets names. MS ranks #1 (69.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
This page
|
3,520 | $735,820 | |
| 2 | GS |
Goldman Sachs Group Inc
|
321 | $324,649 |
All Filings in MS
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $735,820 | 3,520 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $564,968 | 3,433 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $609,105 | 3,431 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $551,432 | 3,469 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $492,728 | 3,498 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $405,661 | 3,477 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $348,244 | 2,770 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $289,682 | 2,779 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $233,256 | 2,400 | Shares | Sole | 2024-08-01 | |
| No filing history on record for this holder in this stock. | ||||||