Position in MS
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$1,148,883
+$414,408 QoQ
Shares Held
5,496
+23.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
#1,323
of 2,723 holders
Holding Since
Dec 2022
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, 2026SageView Advisory Group, LLC holds $4,948,479 across 3 Capital Markets names. MS ranks #3 (23.2% of the industry book) .
All Filings in MS
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,148,883 | 5,496 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $734,475 | 4,463 | Shares | Sole | 2026-08-10 | |
| 2025-12-31 | $772,255 | 4,350 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $493,729 | 3,106 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $457,513 | 3,248 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $357,010 | 3,060 | Shares | Sole | 2025-05-19 | |
| 2024-12-31 | $871,868 | 6,935 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $685,273 | 6,574 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $1,147,036 | 11,802 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $55,554 | 590 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $1,011,669 | 10,849 | Shares | Sole | 2024-03-06 | |
| 2023-09-30 | $249,256 | 3,052 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $250,905 | 2,938 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $260,678 | 2,969 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $271,638 | 3,195 | Shares | Sole | 2023-02-15 | |
| No filing history on record for this holder in this stock. | ||||||