Position in MS
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$269,870
+$56,588 QoQ
Shares Held
1,291
-0.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#2,199
of 2,723 holders
Holding Since
Mar 2022
16 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, 2026Raleigh Capital Management Inc. holds $1,545,316 across 8 Capital Markets names. MS ranks #3 (17.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
753 | $761,561 | |
| 2 | IBKR |
Interactive Brokers Group, Inc.
|
5,241 | $456,176 | |
| 3 | MS |
Morgan Stanley
This page
|
1,291 | $269,870 | |
| 4 | HOOD |
Robinhood Markets, Inc.
|
384 | $38,507 | |
| 5 | HUT |
Hut 8 Corp.
|
100 | $11,544 | |
| 6 | SCHW |
Schwab Charles Corp
|
83 | $7,658 | |
| 7 | EVR |
Evercore Inc.
|
0 | $0 | |
| 8 | HLI |
Houlihan Lokey, Inc.
|
0 | $0 |
All Filings in MS
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $269,870 | 1,291 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $213,282 | 1,296 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $141,846 | 799 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $122,876 | 773 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $786,421 | 5,583 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $629,434 | 5,395 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $835,535 | 6,646 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $840,382 | 8,062 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $34,599 | 356 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $23,069 | 245 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $6,061 | 65 | Shares | Sole | 2024-02-21 | |
| 2023-09-30 | $408 | 5 | Shares | Sole | 2023-12-08 | |
| 2022-12-31 | $235,250 | 2,767 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $237,188 | 3,002 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $222,627 | 2,927 | Shares | Sole | 2022-08-30 | |
| 2022-03-31 | $221,122 | 2,530 | Shares | Sole | 2022-05-12 | |
| No filing history on record for this holder in this stock. | ||||||