Position in MS
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$5,169,350
+$1,099,205 QoQ
Shares Held
24,729
-0.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.70%
of 13F equity value
Holder Rank
#733
of 2,718 holders
Holding Since
Sep 2023
12 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, 2026Ramirez Asset Management, Inc. holds $6,346,073 across 7 Capital Markets names. MS ranks #1 (81.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
This page
|
24,729 | $5,169,350 | |
| 2 | SCHW |
Schwab Charles Corp
|
8,307 | $766,486 | |
| 3 | GS |
Goldman Sachs Group Inc
|
250 | $252,842 | |
| 4 | PIPR |
Piper Sandler Companies
|
800 | $57,872 | |
| 5 | HOOD |
Robinhood Markets, Inc.
|
500 | $50,140 | |
| 6 | SNEX |
StoneX Group Inc.
|
600 | $47,400 | |
| 7 | XP |
XP Inc.
|
122 | $1,983 |
All Filings in MS
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,169,350 | 24,729 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $4,070,145 | 24,732 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $4,233,380 | 23,846 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $3,790,560 | 23,846 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $2,294,609 | 16,290 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $687,186 | 5,890 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $740,490 | 5,890 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $613,973 | 5,890 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $572,449 | 5,890 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $752,338 | 7,990 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $744,041 | 7,979 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $651,644 | 7,979 | Shares | Sole | 2023-11-15 | |
| No filing history on record for this holder in this stock. | ||||||