Position in MS
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$769,476
+$208,787 QoQ
Shares Held
3,681
+8.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.47%
of 13F equity value
Holder Rank
#214
of 416 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in MS Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026NORTHBRIDGE FINANCIAL GROUP, LLC holds $2,244,850 across 4 Capital Markets names. MS ranks #2 (34.3% of the industry book) .
All Filings in MS
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $769,476 | 3,681 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $560,689 | 3,407 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $571,646 | 3,220 | Shares | Sole | 2026-02-06 | |
| No filing history on record for this holder in this stock. | ||||||