Position in MS
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$863,335
+$233,197 QoQ
Shares Held
4,130
+7.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#1,487
of 2,723 holders
Holding Since
Mar 2021
20 quarters on record
Voting authority
Sole 53%
Shared 0%
None 47%
Common Shares in MS Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026Pallas Capital Advisors LLC holds $11,211,897 across 12 Capital Markets names. MS ranks #5 (7.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EVR |
Evercore Inc.
|
6,951 | $2,373,349 | |
| 2 | GS |
Goldman Sachs Group Inc
|
2,309 | $2,335,253 | |
| 3 | HOOD |
Robinhood Markets, Inc.
|
14,042 | $1,408,131 | |
| 4 | SCHW |
Schwab Charles Corp
|
11,125 | $1,026,503 | |
| 5 | MS |
Morgan Stanley
This page
|
4,130 | $863,335 | |
| 6 | SF |
Stifel Financial Corp
|
12,124 | $845,891 | |
| 7 | VIRT |
Virtu Financial, Inc.
|
12,632 | $752,488 | |
| 8 | JEF |
Jefferies Financial Group Inc.
|
13,020 | $650,739 |
All Filings in MS
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $863,335 | 4,130 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $630,138 | 3,829 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $616,916 | 3,475 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $474,813 | 2,987 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $454,555 | 3,227 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $384,660 | 3,297 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $380,303 | 3,025 | Shares | Sole | 2025-01-13 | |
| 2024-09-30 | $309,280 | 2,967 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $274,270 | 2,822 | Shares | Sole | 2024-07-22 | |
| 2024-03-31 | $228,432 | 2,426 | Shares | Sole | 2024-04-15 | |
| 2023-06-30 | $230,665 | 2,701 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $559,286 | 6,370 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $805,394 | 9,473 | Shares | Sole | 2023-01-24 | |
| 2022-09-30 | $796,025 | 10,075 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $763,946 | 10,044 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $941,997 | 10,778 | Shares | Sole | 2022-04-20 | |
| 2021-12-31 | $1,130,017 | 11,512 | Shares | Sole | 2022-02-01 | |
| 2021-09-30 | $1,098,435 | 11,288 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $1,169,872 | 12,759 | Shares | Sole | 2021-08-11 | |
| 2021-03-31 | $921,746 | 11,869 | Shares | Sole | 2021-05-14 | |
| No filing history on record for this holder in this stock. | ||||||