Position in MS
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$296,209
+$64,989 QoQ
Shares Held
1,417
+0.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.77%
of 13F equity value
Holder Rank
#2,143
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, 2026Pinnacle Financial Group, LLC / IL holds $296,209 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
|
1,417 | $296,209 |
All Filings in MS
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $296,209 | 1,417 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $231,220 | 1,405 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $275,881 | 1,554 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $229,538 | 1,444 | Shares | Sole | 2025-11-12 | |
| No filing history on record for this holder in this stock. | ||||||