Position in MS
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$838,668
+$286,536 QoQ
Shares Held
4,012
+19.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
#1,510
of 2,723 holders
Holding Since
Jun 2024
8 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, 2026Balboa Wealth Partners holds $5,823,643 across 5 Capital Markets names. MS ranks #3 (14.4% of the industry book) .
All Filings in MS
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $838,668 | 4,012 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $552,132 | 3,355 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $564,722 | 3,181 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $496,273 | 3,122 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $396,098 | 2,812 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $342,543 | 2,936 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $477,861 | 3,801 | Shares | Sole | 2025-02-10 | |
| 2024-06-30 | $286,321 | 2,946 | Shares | Sole | 2024-08-13 | |
| No filing history on record for this holder in this stock. | ||||||