Position in MS
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$4,783,043
+$1,047,140 QoQ
Shares Held
22,881
+0.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
2.24%
of 13F equity value
Holder Rank
#755
of 2,723 holders
Holding Since
Dec 2022
15 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, 2026River Street Advisors LLC holds $4,783,043 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
|
22,881 | $4,783,043 |
All Filings in MS
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,783,043 | 22,881 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $3,735,903 | 22,701 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $3,859,856 | 21,742 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $3,389,662 | 21,324 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $2,980,737 | 21,161 | Shares | Sole | 2025-07-21 | |
| 2025-03-31 | $2,378,317 | 20,385 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $2,186,773 | 17,394 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $1,777,396 | 17,051 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $1,626,571 | 16,736 | Shares | Other | 2024-08-13 | |
| 2024-03-31 | $1,546,388 | 16,423 | Shares | Other | 2024-04-17 | |
| 2023-12-31 | $1,474,188 | 15,809 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $1,257,309 | 15,395 | Shares | Defined | 2023-10-26 | |
| 2023-06-30 | $1,234,884 | 14,460 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $1,284,162 | 14,626 | Shares | Defined | 2023-05-03 | |
| 2022-12-31 | $1,219,186 | 14,340 | Shares | Sole | 2023-02-08 | |
| No filing history on record for this holder in this stock. | ||||||