Position in MS
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$1,726,461
+$350,821 QoQ
Shares Held
8,259
-1.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
1.28%
of 13F equity value
Holder Rank
#1,136
of 2,723 holders
Holding Since
Dec 2024
7 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, 2026bLong Financial, LLC holds $1,726,461 across 1 Capital Markets name. MS ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
This page
|
8,259 | $1,726,461 |
All Filings in MS
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,726,461 | 8,259 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $1,375,640 | 8,359 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $1,501,726 | 8,459 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $1,360,538 | 8,559 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $1,219,706 | 8,659 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $1,033,579 | 8,859 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $1,115,262 | 8,871 | Shares | Sole | 2025-01-30 | |
| No filing history on record for this holder in this stock. | ||||||