Position in MS
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$1,098,923
+$178,648 QoQ
Shares Held
5,257
-6.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
1.82%
of 13F equity value
Holder Rank
#1,349
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, 2026Clifford Group, LLC holds $2,310,423 across 3 Capital Markets names. MS ranks #1 (47.6% of the industry book) .
All Filings in MS
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,098,923 | 5,257 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $920,275 | 5,592 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $939,488 | 5,292 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $870,306 | 5,475 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $845,441 | 6,002 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $707,370 | 6,063 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $823,591 | 6,551 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $693,404 | 6,652 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $679,455 | 6,991 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $668,630 | 7,101 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $614,610 | 6,591 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $512,887 | 6,280 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $586,868 | 6,872 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $487,729 | 5,555 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $518,792 | 6,102 | Shares | Sole | 2023-02-13 | |
| No filing history on record for this holder in this stock. | ||||||