V-Square Quantitative Management LLC

Position in MS — Morgan Stanley

CIK 1943239 CHICAGO, IL

Position in MS

as of Jun 30, 2026 · filed Jul 27, 2026 Compact

Position Value

$4,807,292

-$1,563,212 QoQ

Shares Held

22,997

-40.6% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.55%

of 13F equity value

Holder Rank

#754

of 2,716 holders

Holding Since

Mar 2023

14 quarters on record

Voting authority Sole 57% Shared 0% None 43%

Financial Services · as of Jun 30, 2026

V-Square Quantitative Management LLC holds $11,896,128 across 12 Capital Markets names. MS ranks #1 (40.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MS	Morgan Stanley This page	22,997	$4,807,292
2	GS	Goldman Sachs Group Inc	2,809	$2,840,938
3	SCHW	Schwab Charles Corp	29,685	$2,739,034
4	HOOD	Robinhood Markets, Inc.	4,423	$443,538
5	IBKR	Interactive Brokers Group, Inc.	4,827	$420,142
6	LPLA	LPL Financial Holdings Inc.	1,423	$400,830
7	LAZ	Lazard, Inc.	1,282	$53,767
8	HUT	Hut 8 Corp.	406	$46,870

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$4,807,292	22,997	-40.6%	Shares	Sole	2026-07-27
2026-03-31	$6,370,504	38,710	-0.8%	Shares	Sole	2026-04-27
2025-12-31	$6,928,108	39,025	-1.1%	Shares	Sole	2026-01-22
2025-09-30	$6,274,151	39,470	+4.5%	Shares	Sole	2025-11-12
2025-06-30	$5,322,254	37,784	-0.5%	Shares	Sole	2025-07-17
2025-03-31	$4,430,659	37,976	+3.4%	Shares	Sole	2025-05-13
2024-12-31	$4,615,684	36,714	+10.4%	Shares	Sole	2025-01-30
2024-09-30	$3,465,250	33,243	+15.1%	Shares	Sole	2024-10-17
2024-06-30	$2,808,110	28,893	+79.5%	Shares	Sole	2024-07-16
2024-03-31	$1,515,976	16,100	0.0%	Shares	Sole	2024-04-24
2023-12-31	$1,501,325	16,100	+52.2%	Shares	Sole	2024-02-21
2023-09-30	$863,986	10,579	+36.3%	Shares	Sole	2023-11-13
2023-06-30	$662,874	7,762	-5.0%	Shares	Sole	2023-07-26
2023-03-31	$717,238	8,169	—	Shares	Sole	2023-04-24
No filing history on record for this holder in this stock.