Position in MS
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$1,154,527
+$1,068,787 QoQ
Shares Held
5,523
+960.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.20%
of 13F equity value
Holder Rank
#1,317
of 2,723 holders
Holding Since
Sep 2020
22 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, 2026NFSG Corp holds $4,743,414 across 16 Capital Markets names. MS ranks #3 (24.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HOOD |
Robinhood Markets, Inc.
|
15,250 | $1,529,270 | |
| 2 | GS |
Goldman Sachs Group Inc
|
1,156 | $1,169,143 | |
| 3 | MS |
Morgan Stanley
This page
|
5,523 | $1,154,527 | |
| 4 | MARA |
MARA Holdings, Inc.
|
28,514 | $396,059 | |
| 5 | JEF |
Jefferies Financial Group Inc.
|
2,900 | $144,942 | |
| 6 | RIOT |
Riot Platforms, Inc.
|
3,400 | $93,092 | |
| 7 | CRCL |
Circle Internet Group, Inc.
|
1,051 | $65,824 | |
| 8 | IREN |
IREN Ltd
|
1,025 | $46,873 |
All Filings in MS
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,154,527 | 5,523 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $85,740 | 521 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $946,767 | 5,333 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $56,112 | 353 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $14,508 | 103 | Shares | Sole | 2025-08-19 | |
| 2025-03-31 | $10,383 | 89 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $11,189 | 89 | Shares | Sole | 2025-01-28 | |
| 2024-06-30 | $48,595 | 500 | Shares | Sole | 2024-09-11 | |
| 2024-03-31 | $52,164 | 554 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $251,308 | 2,695 | Shares | Sole | 2024-03-28 | |
| 2023-06-30 | $221,271 | 2,591 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $277,887 | 3,165 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $261,351 | 3,074 | Shares | Sole | 2023-01-17 | |
| 2022-09-30 | $250,698 | 3,173 | Shares | Sole | 2022-10-13 | |
| 2022-06-30 | $237,079 | 3,117 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $271,988 | 3,112 | Shares | Sole | 2022-04-26 | |
| 2021-12-31 | $278,676 | 2,839 | Shares | Sole | 2022-01-19 | |
| 2021-09-30 | $1,167 | 12 | Shares | Sole | 2021-10-27 | |
| 2021-06-30 | $3,209 | 35 | Shares | Sole | 2021-09-07 | |
| 2021-03-31 | $621 | 8 | Shares | Sole | 2021-09-07 | |
| 2020-12-31 | $548 | 8 | Shares | Sole | 2021-09-07 | |
| 2020-09-30 | $9,234 | 191 | Shares | Sole | 2021-09-07 | |
| No filing history on record for this holder in this stock. | ||||||