Position in MS
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$679,380
+$233,725 QoQ
Shares Held
3,250
+20.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.23%
of 13F equity value
Holder Rank
#1,614
of 2,718 holders
Holding Since
Jun 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, 2026Root Financial Partners, LLC holds $3,057,847 across 5 Capital Markets names. MS ranks #2 (22.2% 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 | $679,380 | 3,250 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $445,655 | 2,708 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $542,709 | 3,057 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $440,955 | 2,774 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $370,743 | 2,632 | Shares | Sole | 2025-08-11 | |
| No filing history on record for this holder in this stock. | ||||||