Position in MS
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$6,074,493
+$1,105,631 QoQ
Shares Held
29,059
-3.8% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
9.56%
of 13F equity value
Holder Rank
#687
of 2,723 holders
Holding Since
Jun 2021
21 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, 2026Pinnacle Wealth Management Group, Inc. holds $6,428,472 across 2 Capital Markets names. MS ranks #1 (94.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
This page
|
29,059 | $6,074,493 | |
| 2 | GS |
Goldman Sachs Group Inc
|
350 | $353,979 |
All Filings in MS
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21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,074,493 | 29,059 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $4,968,862 | 30,193 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $5,503,607 | 31,001 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $5,036,488 | 31,684 | Shares | Sole | 2025-10-08 | |
| 2025-06-30 | $4,497,237 | 31,927 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $3,744,406 | 32,094 | Shares | Sole | 2025-04-11 | |
| 2024-12-31 | $4,074,836 | 32,412 | Shares | Sole | 2025-01-13 | |
| 2024-09-30 | $3,365,909 | 32,290 | Shares | Sole | 2024-10-10 | |
| 2024-06-30 | $3,164,117 | 32,556 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $3,076,866 | 32,677 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $3,032,303 | 32,518 | Shares | Sole | 2024-01-17 | |
| 2023-09-30 | $2,770,083 | 33,918 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $2,870,123 | 33,608 | Shares | Sole | 2023-07-10 | |
| 2023-03-31 | $2,985,902 | 34,008 | Shares | Sole | 2023-04-27 | |
| 2022-12-31 | $2,810,591 | 33,058 | Shares | Sole | 2023-01-09 | |
| 2022-09-30 | $2,623,764 | 33,208 | Shares | Sole | 2022-10-07 | |
| 2022-06-30 | $2,502,982 | 32,908 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $2,902,379 | 33,208 | Shares | Sole | 2022-04-21 | |
| 2021-12-31 | $3,184,604 | 32,443 | Shares | Sole | 2022-03-15 | |
| 2021-09-30 | $3,113,238 | 31,993 | Shares | Sole | 2021-10-28 | |
| 2021-06-30 | $3,048,050 | 33,243 | Shares | Sole | 2021-08-10 | |
| No filing history on record for this holder in this stock. | ||||||