Position in MS
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$51,423
+$22,624 QoQ
Shares Held
246
+40.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#2,569
of 2,722 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in MS Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026Dunhill Financial, LLC holds $478,390 across 12 Capital Markets names. MS ranks #2 (10.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
400 | $404,548 | |
| 2 | MS |
Morgan Stanley
This page
|
246 | $51,423 | |
| 3 | SCHW |
Schwab Charles Corp
|
143 | $13,194 | |
| 4 | IBKR |
Interactive Brokers Group, Inc.
|
44 | $3,829 | |
| 5 | SF |
Stifel Financial Corp
|
36 | $2,511 | |
| 6 | JEF |
Jefferies Financial Group Inc.
|
32 | $1,599 | |
| 7 | FIGR |
Figure Technology Solutions, Inc.
|
21 | $644 | |
| 8 | RIOT |
Riot Platforms, Inc.
|
9 | $246 |
All Filings in MS
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $51,423 | 246 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $28,799 | 175 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $33,730 | 190 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $27,976 | 176 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $24,650 | 175 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $13,533 | 116 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $23,509 | 187 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $12,091 | 116 | Shares | Sole | 2024-11-15 | |
| 2024-06-30 | $11,079 | 114 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $10,545 | 112 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $8,765 | 94 | Shares | Sole | 2024-02-12 | |
| No filing history on record for this holder in this stock. | ||||||