Position in MS
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$246,249
+$36,094 QoQ
Shares Held
1,178
-7.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
#2,251
of 2,723 holders
Holding Since
Sep 2025
4 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, 2026SAXON INTERESTS, INC. holds $1,677,337 across 2 Capital Markets names. MS ranks #2 (14.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
1,415 | $1,431,088 | |
| 2 | MS |
Morgan Stanley
This page
|
1,178 | $246,249 |
All Filings in MS
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $246,249 | 1,178 | Shares | Defined | 2026-08-12 | |
| 2026-03-31 | $210,155 | 1,277 | Shares | Defined | 2026-04-29 | |
| 2025-12-31 | $232,386 | 1,309 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $225,087 | 1,416 | Shares | Sole | 2025-11-03 | |
| No filing history on record for this holder in this stock. | ||||||