Position in MS
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$1,112,719
+$233,916 QoQ
Shares Held
5,323
-0.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.48%
of 13F equity value
Holder Rank
#1,344
of 2,723 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 4%
Shared 0%
None 96%
Common Shares in MS Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026Canopy Partners, LLC holds $3,780,973 across 4 Capital Markets names. MS ranks #3 (29.4% of the industry book) .
All Filings in MS
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,112,719 | 5,323 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $878,803 | 5,340 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $967,183 | 5,448 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $845,031 | 5,316 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $735,852 | 5,224 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $633,051 | 5,426 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $680,019 | 5,409 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $562,270 | 5,394 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $523,270 | 5,384 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $504,415 | 5,357 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $386,707 | 4,147 | Shares | Sole | 2024-02-14 | |
| No filing history on record for this holder in this stock. | ||||||