Position in MS
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$1,385,517
+$289,810 QoQ
Shares Held
6,628
-0.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.88%
of 13F equity value
Holder Rank
#1,245
of 2,723 holders
Holding Since
Sep 2023
12 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, 2026Empire Financial Management Company, LLC holds $5,139,722 across 2 Capital Markets names. MS ranks #2 (27.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
3,712 | $3,754,205 | |
| 2 | MS |
Morgan Stanley
This page
|
6,628 | $1,385,517 |
All Filings in MS
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,385,517 | 6,628 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $1,095,707 | 6,658 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $1,191,226 | 6,710 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $1,093,485 | 6,879 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $980,667 | 6,962 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $789,505 | 6,767 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $833,397 | 6,629 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $694,446 | 6,662 | Shares | Sole | 2024-11-18 | |
| 2024-06-30 | $665,654 | 6,849 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $615,618 | 6,538 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $638,203 | 6,844 | Shares | Sole | 2024-02-15 | |
| 2023-09-30 | $543,187 | 6,651 | Shares | Sole | 2023-11-13 | |
| No filing history on record for this holder in this stock. | ||||||