Position in MS
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$1,012,380
+$205,987 QoQ
Shares Held
4,843
-1.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.42%
of 13F equity value
Holder Rank
#1,388
of 2,723 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, 2026Sovereign Financial Group, Inc. holds $1,511,996 across 2 Capital Markets names. MS ranks #1 (67.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
This page
|
4,843 | $1,012,380 | |
| 2 | GS |
Goldman Sachs Group Inc
|
494 | $499,616 |
All Filings in MS
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,012,380 | 4,843 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $806,393 | 4,900 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $862,085 | 4,856 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $738,210 | 4,644 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $637,391 | 4,525 | Shares | Sole | 2025-07-25 | |
| No filing history on record for this holder in this stock. | ||||||