Position in MS
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$370,209
+$85,833 QoQ
Shares Held
1,771
+2.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#2,004
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, 2026TITLEIST ASSET MANAGEMENT, LLC holds $2,639,431 across 3 Capital Markets names. MS ranks #3 (14.0% of the industry book) .
All Filings in MS
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $370,209 | 1,771 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $284,376 | 1,728 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $281,207 | 1,584 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $246,229 | 1,549 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $242,701 | 1,723 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $200,789 | 1,721 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $280,607 | 2,232 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $299,168 | 2,870 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $400,034 | 4,116 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $404,323 | 4,294 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $609,855 | 6,540 | Shares | Sole | 2024-02-15 | |
| 2023-09-30 | $593,822 | 7,271 | Shares | Sole | 2023-11-14 | |
| No filing history on record for this holder in this stock. | ||||||