Position in MS
as of Jun 30, 2026
· filed Aug 17, 2026
Position Value
$793,724
+$199,627 QoQ
Shares Held
3,797
+5.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
1.26%
of 13F equity value
Holder Rank
#1,540
of 2,721 holders
Holding Since
Dec 2024
7 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, 2026Payne Capital Management, LLC holds $793,724 across 1 Capital Markets name. MS ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
This page
|
3,797 | $793,724 |
All Filings in MS
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $793,724 | 3,797 | Shares | Sole | 2026-08-17 | |
| 2026-03-31 | $594,097 | 3,610 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $663,252 | 3,736 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $629,481 | 3,960 | Shares | Sole | 2025-12-01 | |
| 2025-06-30 | $593,020 | 4,210 | Shares | Sole | 2025-11-25 | |
| 2025-03-31 | $526,881 | 4,516 | Shares | Sole | 2025-11-25 | |
| 2024-12-31 | $528,149 | 4,201 | Shares | Sole | 2025-11-25 | |
| No filing history on record for this holder in this stock. | ||||||