Position in MS
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$913,295
+$175,364 QoQ
Shares Held
4,369
-2.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.38%
of 13F equity value
Holder Rank
#1,458
of 2,723 holders
Holding Since
Mar 2023
14 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, 2026Legacy Capital Group California, Inc. holds $4,952,554 across 4 Capital Markets names. MS ranks #2 (18.4% of the industry book) .
All Filings in MS
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $913,295 | 4,369 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $737,931 | 4,484 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $886,762 | 4,995 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $802,748 | 5,050 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $711,483 | 5,051 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $611,934 | 5,245 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $666,693 | 5,303 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $558,205 | 5,355 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $558,453 | 5,746 | Shares | Sole | 2024-07-22 | |
| 2024-03-31 | $535,676 | 5,689 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $550,641 | 5,905 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $483,486 | 5,920 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $501,298 | 5,870 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $502,655 | 5,725 | Shares | Sole | 2023-05-11 | |
| No filing history on record for this holder in this stock. | ||||||