Viewpoint Capital Management LLC

Position in MS — Morgan Stanley

CIK 1906223 SEATTLE, WA

Position in MS

as of Jun 30, 2026 · filed Aug 4, 2026 Compact

Position Value

$1,691,969

-$265,426 QoQ

Shares Held

8,094

-31.9% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

1.46%

of 13F equity value

Holder Rank

#1,148

of 2,723 holders

Holding Since

Dec 2021

19 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Viewpoint Capital Management LLC holds $2,603,378 across 3 Capital Markets names. MS ranks #1 (65.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MS	Morgan Stanley This page	8,094	$1,691,969
2	SCHW	Schwab Charles Corp	5,000	$461,350
3	GS	Goldman Sachs Group Inc	445	$450,059

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,691,969	8,094	-31.9%	Shares	Sole	2026-08-04
2026-03-31	$1,957,395	11,894	0.0%	Shares	Sole	2026-04-17
2025-12-31	$2,111,541	11,894	0.0%	Shares	Sole	2026-02-11
2025-09-30	$1,890,670	11,894	-1.9%	Shares	Sole	2025-10-22
2025-06-30	$1,707,082	12,119	0.0%	Shares	Sole	2025-07-23
2025-03-31	$1,413,923	12,119	-1.6%	Shares	Sole	2025-04-29
2024-12-31	$1,548,744	12,319	0.0%	Shares	Sole	2025-01-29
2024-09-30	$1,284,132	12,319	0.0%	Shares	Sole	2024-10-24
2024-06-30	$1,197,283	12,319	+0.9%	Shares	Sole	2024-07-30
2024-03-31	$1,150,164	12,215	0.0%	Shares	Sole	2024-04-16
2023-12-31	$1,139,048	12,215	0.0%	Shares	Sole	2024-01-30
2023-09-30	$997,599	12,215	0.0%	Shares	Sole	2023-10-26
2023-06-30	$1,043,161	12,215	0.0%	Shares	Sole	2023-08-10
2023-03-31	$1,072,477	12,215	-0.6%	Shares	Sole	2023-05-12
2022-12-31	$1,044,470	12,285	-0.4%	Shares	Sole	2023-02-14
2022-09-30	$974,588	12,335	+0.4%	Shares	Sole	2022-11-10
2022-06-30	$934,397	12,285	-1.3%	Shares	Sole	2022-08-11
2022-03-31	$1,088,042	12,449	+0.4%	Shares	Sole	2022-05-10
2021-12-31	$1,217,085	12,399	—	Shares	Sole	2022-02-14
No filing history on record for this holder in this stock.