Position in MS
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$730,385
+$314,846 QoQ
Shares Held
3,494
+38.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#1,583
of 2,723 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in MS Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026KINTRA WEALTH, LLC holds $1,825,080 across 3 Capital Markets names. MS ranks #1 (40.0% of the industry book) .
All Filings in MS
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $730,385 | 3,494 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $415,539 | 2,525 | Shares | Sole | 2026-05-15 | |
| No filing history on record for this holder in this stock. | ||||||