Position in MS
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$3,273,352
+$707,545 QoQ
Shares Held
15,659
+0.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.19%
of 13F equity value
Holder Rank
#889
of 2,723 holders
Holding Since
Dec 2021
15 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, 2026Ascent Group, LLC holds $25,849,572 across 5 Capital Markets names. MS ranks #3 (12.7% of the industry book) .
All Filings in MS
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,273,352 | 15,659 | Shares | Other | 2026-08-03 | |
| 2026-03-31 | $2,565,807 | 15,591 | Shares | Other | 2026-05-15 | |
| 2025-12-31 | $3,190,922 | 17,974 | Shares | Other | 2026-01-20 | |
| 2025-09-30 | $2,921,680 | 18,380 | Shares | Other | 2025-10-20 | |
| 2025-06-30 | $1,462,265 | 10,381 | Shares | Other | 2025-07-21 | |
| 2025-03-31 | $1,159,464 | 9,938 | Shares | Other | 2025-05-16 | |
| 2024-12-31 | $393,376 | 3,129 | Shares | Other | 2025-02-21 | |
| 2024-09-30 | $256,951 | 2,465 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $223,925 | 2,304 | Shares | Sole | 2024-08-15 | |
| 2023-03-31 | $242,240 | 2,759 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $245,707 | 2,890 | Shares | Sole | 2023-02-17 | |
| 2022-09-30 | $202,186 | 2,559 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $213,348 | 2,805 | Shares | Sole | 2022-08-05 | |
| 2022-03-31 | $275,310 | 3,150 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $349,940 | 3,565 | Shares | Sole | 2022-03-01 | |
| No filing history on record for this holder in this stock. | ||||||