Position in MS
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$540,786
+$162,605 QoQ
Shares Held
2,587
+12.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.76%
of 13F equity value
Holder Rank
#1,744
of 2,723 holders
Holding Since
Jun 2024
7 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, 2026Strategic Financial Concepts, LLC holds $540,786 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
|
2,587 | $540,786 |
All Filings in MS
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $540,786 | 2,587 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $378,181 | 2,298 | Shares | Sole | 2026-05-13 | |
| 2025-09-30 | $367,992 | 2,315 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $367,503 | 2,609 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $363,427 | 3,115 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $579,946 | 4,613 | Shares | Sole | 2025-01-30 | |
| 2024-06-30 | $6,337 | 52,591 | Shares | Sole | 2024-08-06 | |
| No filing history on record for this holder in this stock. | ||||||