Position in MS
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$41,667,733
+$18,398,195 QoQ
Shares Held
199,329
+41.0% QoQ
Ownership
0.013%
of shares outstanding
% of Portfolio
1.45%
of 13F equity value
Holder Rank
#301
of 2,722 holders
Holding Since
Mar 2021
22 quarters on record
Voting authority
Sole 11%
Shared 89%
None 0%
Common Shares in MS Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026NFJ INVESTMENT GROUP, LLC holds $172,277,415 across 4 Capital Markets names. MS ranks #2 (24.2% of the industry book) .
All Filings in MS
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22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $41,667,733 | 199,329 | Shares | Other | 2026-08-11 | |
| 2026-03-31 | $23,269,538 | 141,396 | Shares | Other | 2026-05-13 | |
| 2025-12-31 | $21,992,238 | 123,879 | Shares | Other | 2026-02-13 | |
| 2025-09-30 | $22,890,716 | 144,003 | Shares | Other | 2025-11-14 | |
| 2025-06-30 | $23,181,188 | 164,569 | Shares | Other | 2025-08-14 | |
| 2025-03-31 | $20,358,564 | 174,497 | Shares | Other | 2025-05-15 | |
| 2024-12-31 | $26,200,299 | 208,402 | Shares | Other | 2025-02-13 | |
| 2024-09-30 | $26,253,677 | 251,858 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $24,751,279 | 254,669 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $25,147,216 | 267,069 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $24,922,368 | 267,264 | Shares | Sole | 2024-02-15 | |
| 2023-09-30 | $22,687,435 | 277,794 | Shares | Other | 2023-11-08 | |
| 2023-06-30 | $33,797,306 | 395,753 | Shares | Other | 2023-08-14 | |
| 2023-03-31 | $35,661,725 | 406,170 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $36,917,213 | 434,218 | Shares | Other | 2023-02-14 | |
| 2022-09-30 | $35,568,831 | 834,022 | Shares | Other | 2022-11-14 | |
| 2022-06-30 | $36,204,863 | 476,004 | Shares | Other | 2022-08-12 | |
| 2022-03-31 | $42,155,991 | 482,334 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $45,674,239 | 465,304 | Shares | Other | 2022-02-15 | |
| 2021-09-30 | $27,929,818 | 287,019 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $25,988,796 | 283,442 | Shares | Other | 2021-08-11 | |
| 2021-03-31 | $21,873,249 | 281,654 | Shares | Other | 2021-05-17 | |
| No filing history on record for this holder in this stock. | ||||||