Position in MS
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$954,894
+$655,213 QoQ
Shares Held
4,568
+150.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#1,431
of 2,721 holders
Holding Since
Dec 2021
6 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, 2026Confluence Wealth Services, Inc. holds $2,078,063 across 3 Capital Markets names. MS ranks #1 (46.0% of the industry book) .
All Filings in MS
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $954,894 | 4,568 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $299,681 | 1,821 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $267,892 | 1,509 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $214,596 | 1,350 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $203,260 | 1,443 | Shares | Sole | 2025-07-22 | |
| 2021-12-31 | $55,754 | 568 | Shares | Sole | 2022-02-10 | |
| No filing history on record for this holder in this stock. | ||||||