Position in MS
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$316,486
+$67,821 QoQ
Shares Held
1,514
+0.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
#2,100
of 2,723 holders
Holding Since
Mar 2022
10 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, 2026Colonial River Investments, LLC holds $3,707,457 across 5 Capital Markets names. MS ranks #4 (8.5% of the industry book) .
All Filings in MS
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $316,486 | 1,514 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $248,665 | 1,511 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $258,661 | 1,457 | Shares | Sole | 2026-02-04 | |
| 2024-12-31 | $225,415 | 1,793 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $228,806 | 2,195 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $400,325 | 4,119 | Shares | Sole | 2024-07-22 | |
| 2024-03-31 | $481,816 | 5,117 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $398,923 | 4,278 | Shares | Sole | 2024-01-23 | |
| 2023-09-30 | $407,288 | 4,987 | Shares | Sole | 2023-11-03 | |
| 2022-03-31 | $210,896 | 2,413 | Shares | Sole | 2022-04-15 | |
| No filing history on record for this holder in this stock. | ||||||