Position in MS
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$219,492
+$52,584 QoQ
Shares Held
1,050
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#2,339
of 2,723 holders
Holding Since
Sep 2024
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, 2026Alpine Bank Wealth Management holds $3,720,615 across 4 Capital Markets names. MS ranks #2 (5.9% of the industry book) .
All Filings in MS
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $219,492 | 1,050 | Shares | Sole | 2026-08-07 | |
| 2025-09-30 | $166,908 | 1,050 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $147,903 | 1,050 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $147,004 | 1,260 | Shares | Sole | 2025-04-23 | |
| 2024-09-30 | $131,342 | 1,260 | Shares | Sole | 2024-11-12 | |
| No filing history on record for this holder in this stock. | ||||||