Position in MS
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$3,182,424
+$2,872,045 QoQ
Shares Held
15,224
+707.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.47%
of 13F equity value
Holder Rank
#899
of 2,723 holders
Holding Since
Mar 2025
5 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, 2026Polymer Capital Management (US) LLC holds $12,990,585 across 10 Capital Markets names. MS ranks #2 (24.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
3,309 | $3,346,623 | |
| 2 | MS |
Morgan Stanley
This page
|
15,224 | $3,182,424 | |
| 3 | JEF |
Jefferies Financial Group Inc.
|
39,943 | $1,996,351 | |
| 4 | SCHW |
Schwab Charles Corp
|
11,623 | $1,072,454 | |
| 5 | LAZ |
Lazard, Inc.
|
17,634 | $739,569 | |
| 6 | MARA |
MARA Holdings, Inc.
|
50,637 | $703,347 | |
| 7 | IBKR |
Interactive Brokers Group, Inc.
|
6,158 | $535,992 | |
| 8 | EVR |
Evercore Inc.
|
1,473 | $502,941 |
All Filings in MS
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,182,424 | 15,224 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $310,379 | 1,886 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $555,136 | 3,127 | Shares | Sole | 2026-02-17 | |
| 2025-06-30 | $2,573,089 | 18,267 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $785,189 | 6,730 | Shares | Sole | 2025-05-15 | |
| No filing history on record for this holder in this stock. | ||||||