Position in MS
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$2,715,405
-$213,840 QoQ
Shares Held
16,500
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2023
8 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in MS Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Mar 31, 2026Susquehanna Portfolio Strategies, LLC holds $104,866,893 across 13 Capital Markets names. MS ranks #7 (2.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
54,985 | $46,516,760 | |
| 2 | EVR |
Evercore Inc.
|
54,206 | $16,181,033 | |
| 3 | IREN |
IREN Ltd
|
318,123 | $10,905,256 | |
| 4 | MC |
Moelis & Co
|
150,826 | $8,597,082 | |
| 5 | LAZ |
Lazard, Inc.
|
181,477 | $7,709,142 | |
| 6 | VIRT |
Virtu Financial, Inc.
|
111,193 | $4,890,268 | |
| 7 | MS |
Morgan Stanley
This page
|
16,500 | $2,715,405 | |
| 8 | JEF |
Jefferies Financial Group Inc.
|
64,000 | $2,641,280 |
All Filings in MS
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,715,405 | 16,500 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $2,929,245 | 16,500 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $2,622,840 | 16,500 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $2,324,190 | 16,500 | Shares | Sole | 2025-08-14 | |
| 2024-09-30 | $24,713,219 | 237,080 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $23,041,805 | 237,080 | Shares | Defined | 2024-08-15 | |
| 2024-03-31 | $47,913,221 | 508,849 | Shares | Defined | 2024-05-07 | |
| 2023-12-31 | $47,450,169 | 508,849 | Shares | Defined | 2024-02-14 | |
| No filing history on record for this holder in this stock. | ||||||