Position in MS
as of Jun 30, 2026
· filed Jul 7, 2026
Position Value
$2,245,298
+$457,081 QoQ
Shares Held
10,741
-1.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.61%
of 13F equity value
Holder Rank
#1,033
of 2,723 holders
Holding Since
Mar 2025
6 quarters on record
Voting authority
Sole 6%
Shared 0%
None 94%
Common Shares in MS Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026Bison Wealth, LLC holds $10,817,548 across 7 Capital Markets names. MS ranks #2 (20.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IREN |
IREN Ltd
|
100,010 | $4,573,457 | |
| 2 | MS |
Morgan Stanley
This page
|
10,741 | $2,245,298 | |
| 3 | GS |
Goldman Sachs Group Inc
|
1,752 | $1,771,920 | |
| 4 | RIOT |
Riot Platforms, Inc.
|
45,409 | $1,243,298 | |
| 5 | HOOD |
Robinhood Markets, Inc.
|
5,128 | $514,235 | |
| 6 | SCHW |
Schwab Charles Corp
|
2,583 | $238,333 | |
| 7 | JEF |
Jefferies Financial Group Inc.
|
4,622 | $231,007 |
All Filings in MS
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,245,298 | 10,741 | Shares | Sole | 2026-07-07 | |
| 2026-03-31 | $1,788,217 | 10,866 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,950,699 | 10,988 | Shares | Sole | 2026-03-24 | |
| 2025-09-30 | $1,742,360 | 10,961 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $1,570,729 | 11,151 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $1,135,432 | 9,732 | Shares | Sole | 2025-05-08 | |
| No filing history on record for this holder in this stock. | ||||||