Position in MS
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$528,244
+$112,541 QoQ
Shares Held
2,527
+0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.45%
of 13F equity value
Holder Rank
#1,760
of 2,723 holders
Holding Since
Dec 2021
16 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, 2026FLYNN ZITO CAPITAL MANAGEMENT, LLC holds $3,510,291 across 4 Capital Markets names. MS ranks #2 (15.0% of the industry book) .
All Filings in MS
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16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $528,244 | 2,527 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $415,703 | 2,526 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $448,440 | 2,526 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $401,532 | 2,526 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $355,671 | 2,525 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $294,591 | 2,525 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $317,820 | 2,528 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $263,414 | 2,527 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $245,599 | 2,527 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $237,565 | 2,523 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $235,269 | 2,523 | Shares | Sole | 2024-01-31 | |
| 2023-09-30 | $205,971 | 2,522 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $215,293 | 2,521 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $221,343 | 2,521 | Shares | Sole | 2023-05-03 | |
| 2022-03-31 | $200,408 | 2,293 | Shares | Sole | 2022-05-05 | |
| 2021-12-31 | $225,080 | 2,293 | Shares | Sole | 2022-02-10 | |
| No filing history on record for this holder in this stock. | ||||||