Position in MS
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$265,689
+$56,521 QoQ
Shares Held
1,271
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#2,206
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, 2026REGATTA CAPITAL GROUP, LLC holds $2,378,590 across 4 Capital Markets names. MS ranks #4 (11.2% of the industry book) .
All Filings in MS
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $265,689 | 1,271 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $209,168 | 1,271 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $225,640 | 1,271 | Shares | Sole | 2026-01-13 | |
| 2025-09-30 | $202,038 | 1,271 | Shares | Sole | 2025-10-17 | |
| No filing history on record for this holder in this stock. | ||||||