Capital Group Private Client Services, Inc.
Position in MS — Morgan Stanley
CIK 1857666
Los Angeles, CA
Position in MS
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$3,091,074
-$1,528,076 QoQ
Shares Held
14,787
-47.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#909
of 2,721 holders
Holding Since
Jun 2022
17 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in MS Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026Capital Group Private Client Services, Inc. holds $3,091,074 across 1 Capital Markets name. MS ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
This page
|
14,787 | $3,091,074 |
All Filings in MS
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,091,074 | 14,787 | Shares | Defined | 2026-08-12 | |
| 2026-03-31 | $4,619,150 | 28,068 | Shares | Defined | 2026-05-13 | |
| 2025-12-31 | $6,178,754 | 34,804 | Shares | Defined | 2026-02-11 | |
| 2025-09-30 | $5,592,530 | 35,182 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $24,597,818 | 174,626 | Shares | Defined | 2025-08-13 | |
| 2025-03-31 | $20,932,114 | 179,413 | Shares | Defined | 2025-05-12 | |
| 2024-12-31 | $28,748,392 | 228,670 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $24,176,383 | 231,930 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $22,908,266 | 235,706 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $22,489,080 | 238,839 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $6,866,463 | 73,635 | Shares | Defined | 2024-02-13 | |
| 2023-09-30 | $8,817,664 | 107,967 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $9,422,950 | 110,339 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $9,717,089 | 110,673 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $7,083,016 | 83,310 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $6,702,734 | 84,834 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $6,170,139 | 81,122 | Shares | Sole | 2022-08-15 | |
| No filing history on record for this holder in this stock. | ||||||