Position in MS
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$322,548
+$68,617 QoQ
Shares Held
1,543
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.20%
of 13F equity value
Holder Rank
#2,085
of 2,721 holders
Holding Since
Jun 2025
5 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, 2026Financial Council, LLC holds $322,548 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
|
1,543 | $322,548 |
All Filings in MS
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $322,548 | 1,543 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $253,931 | 1,543 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $273,928 | 1,543 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $245,275 | 1,543 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $217,346 | 1,543 | Shares | Sole | 2025-07-21 | |
| No filing history on record for this holder in this stock. | ||||||