Position in MS
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$8,869,776
+$1,617,177 QoQ
Shares Held
42,431
-3.7% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
3.58%
of 13F equity value
Holder Rank
#588
of 2,723 holders
Holding Since
Jun 2023
13 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, 2026Greystone Financial Group, LLC holds $9,428,550 across 3 Capital Markets names. MS ranks #1 (94.1% of the industry book) .
All Filings in MS
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,869,776 | 42,431 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $7,252,599 | 44,070 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $14,306,255 | 80,585 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $13,142,018 | 82,675 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $13,690,465 | 97,192 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $11,417,792 | 97,864 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $12,560,182 | 99,906 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $11,807,577 | 113,273 | Shares | Sole | 2024-10-22 | |
| 2024-06-30 | $9,385,929 | 96,573 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $9,963,917 | 105,819 | Shares | Sole | 2024-04-22 | |
| 2023-12-31 | $9,642,796 | 103,408 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $6,557,855 | 80,297 | Shares | Sole | 2023-11-01 | |
| 2023-06-30 | $4,078,191 | 47,754 | Shares | Sole | 2023-07-18 | |
| No filing history on record for this holder in this stock. | ||||||