Position in MS
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$1,148,883
+$264,155 QoQ
Shares Held
5,496
+2.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.55%
of 13F equity value
Holder Rank
#1,320
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, 2026United Community Bank holds $2,562,247 across 5 Capital Markets names. MS ranks #1 (44.8% 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 | $1,148,883 | 5,496 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $884,728 | 5,376 | Shares | Defined | 2026-04-24 | |
| 2025-12-31 | $910,906 | 5,131 | Shares | Defined | 2026-01-30 | |
| 2025-09-30 | $814,828 | 5,126 | Shares | Defined | 2025-11-04 | |
| 2025-06-30 | $283,410 | 2,012 | Shares | Defined | 2025-07-31 | |
| 2025-03-31 | $223,306 | 1,914 | Shares | Defined | 2025-05-02 | |
| 2024-12-31 | $229,941 | 1,829 | Shares | Defined | 2025-02-07 | |
| 2024-09-30 | $242,149 | 2,323 | Shares | Defined | 2024-10-30 | |
| 2024-06-30 | $226,744 | 2,333 | Shares | Defined | 2024-08-02 | |
| 2024-03-31 | $188,414 | 2,001 | Shares | Defined | 2024-05-03 | |
| 2023-12-31 | $185,101 | 1,985 | Shares | Defined | 2024-02-13 | |
| 2023-09-30 | $151,742 | 1,858 | Shares | Defined | 2023-11-14 | |
| No filing history on record for this holder in this stock. | ||||||