Position in MS
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$1,720,817
+$376,610 QoQ
Shares Held
8,232
+0.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.52%
of 13F equity value
Holder Rank
#1,139
of 2,723 holders
Holding Since
Sep 2021
19 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in MS Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026Herold Advisors, Inc. holds $4,480,501 across 3 Capital Markets names. MS ranks #2 (38.4% of the industry book) .
All Filings in MS
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,720,817 | 8,232 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $1,344,207 | 8,168 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,449,887 | 8,167 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $1,305,856 | 8,215 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $1,207,451 | 8,572 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $940,593 | 8,062 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $1,046,116 | 8,321 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $818,596 | 7,853 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $731,451 | 7,526 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $708,459 | 7,524 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $674,477 | 7,233 | Shares | Sole | 2024-02-02 | |
| 2023-09-30 | $590,555 | 7,231 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $323,153 | 3,784 | Shares | Sole | 2023-07-17 | |
| 2023-03-31 | $332,059 | 3,782 | Shares | Sole | 2023-04-19 | |
| 2022-12-31 | $394,492 | 4,640 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $311,141 | 3,938 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $299,372 | 3,936 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $255,645 | 2,925 | Shares | Sole | 2022-05-09 | |
| 2021-09-30 | $24,327 | 250 | Shares | Sole | 2021-11-03 | |
| No filing history on record for this holder in this stock. | ||||||