Position in MS
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$89,260
+$48,447 QoQ
Shares Held
427
+72.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.29%
of 13F equity value
Holder Rank
#2,531
of 2,736 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, 2026RMG Wealth Management LLC holds $130,885 across 7 Capital Markets names. MS ranks #1 (68.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
This page
|
427 | $89,260 | |
| 2 | GS |
Goldman Sachs Group Inc
|
25 | $25,284 | |
| 3 | IBKR |
Interactive Brokers Group, Inc.
|
100 | $8,704 | |
| 4 | LAZ |
Lazard, Inc.
|
115 | $4,823 | |
| 5 | DEFT |
Defi Technologies, Inc.
|
2,500 | $1,285 | |
| 6 | BTBT |
Bit Digital, Inc
|
650 | $1,170 | |
| 7 | BMNR |
Bitmine Immersion Technologies, Inc.
|
27 | $359 |
All Filings in MS
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $89,260 | 427 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $40,813 | 248 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $44,027 | 248 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $39,422 | 248 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $34,933 | 248 | Shares | Sole | 2025-07-23 | |
| No filing history on record for this holder in this stock. | ||||||