Position in MS
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$4,233,269
+$619,971 QoQ
Shares Held
20,251
-7.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.27%
of 13F equity value
Holder Rank
#802
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, 2026SYON CAPITAL LLC holds $20,010,381 across 10 Capital Markets names. MS ranks #3 (21.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
8,114 | $8,206,256 | |
| 2 | EVR |
Evercore Inc.
|
13,485 | $4,604,318 | |
| 3 | MS |
Morgan Stanley
This page
|
20,251 | $4,233,269 | |
| 4 | SCHW |
Schwab Charles Corp
|
9,146 | $843,901 | |
| 5 | NMR |
Nomura Holdings Inc
|
73,044 | $641,326 | |
| 6 | IBKR |
Interactive Brokers Group, Inc.
|
4,751 | $413,527 | |
| 7 | SF |
Stifel Financial Corp
|
4,798 | $334,756 | |
| 8 | FUTU |
Futu Holdings Ltd
|
3,024 | $283,469 |
All Filings in MS
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,233,269 | 20,251 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $3,613,298 | 21,956 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $4,087,628 | 23,025 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $3,411,281 | 21,460 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $2,564,356 | 18,205 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $1,967,172 | 16,861 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $1,169,950 | 9,306 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $608,344 | 5,836 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $553,399 | 5,694 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $520,422 | 5,527 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $495,530 | 5,314 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $351,834 | 4,308 | Shares | Sole | 2023-11-03 | |
| No filing history on record for this holder in this stock. | ||||||