Position in MS
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$512,147
+$115,863 QoQ
Shares Held
2,450
+1.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.20%
of 13F equity value
Holder Rank
#1,779
of 2,721 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 68%
Shared 0%
None 32%
Common Shares in MS Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026Paragon Private Wealth Management, LLC holds $2,488,429 across 4 Capital Markets names. MS ranks #3 (20.6% 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 | $512,147 | 2,450 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $396,284 | 2,408 | Shares | Sole | 2026-05-19 | |
| 2025-12-31 | $362,338 | 2,041 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $275,795 | 1,735 | Shares | Sole | 2025-11-03 | |
| No filing history on record for this holder in this stock. | ||||||