Position in MS
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$315,650
+$71,922 QoQ
Shares Held
1,510
+2.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.47%
of 13F equity value
Holder Rank
#2,101
of 2,723 holders
Holding Since
Dec 2022
15 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, 2026STAR Financial Bank holds $641,311 across 2 Capital Markets names. MS ranks #2 (49.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
322 | $325,661 | |
| 2 | MS |
Morgan Stanley
This page
|
1,510 | $315,650 |
All Filings in MS
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $315,650 | 1,510 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $243,728 | 1,481 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $273,573 | 1,541 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $256,879 | 1,616 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $238,335 | 1,692 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $226,106 | 1,938 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $265,646 | 2,113 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $459,489 | 4,408 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $495,280 | 5,096 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $549,894 | 5,840 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $546,911 | 5,865 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $368,740 | 4,515 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $409,066 | 4,790 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $418,279 | 4,764 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $388,031 | 4,564 | Shares | Sole | 2023-02-09 | |
| No filing history on record for this holder in this stock. | ||||||