Position in MS
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$795,397
+$169,209 QoQ
Shares Held
3,805
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.88%
of 13F equity value
Holder Rank
#1,539
of 2,723 holders
Holding Since
Dec 2024
7 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, 2026Broyhill Asset Management, LLC holds $1,189,389 across 2 Capital Markets names. MS ranks #1 (66.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
This page
|
3,805 | $795,397 | |
| 2 | SCHW |
Schwab Charles Corp
|
4,270 | $393,992 |
All Filings in MS
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $795,397 | 3,805 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $626,188 | 3,805 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $686,153 | 3,865 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $614,380 | 3,865 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $551,466 | 3,915 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $456,763 | 3,915 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $461,014 | 3,667 | Shares | Sole | 2025-02-13 | |
| No filing history on record for this holder in this stock. | ||||||