Position in MS
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$855,809
+$182,060 QoQ
Shares Held
4,094
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#1,490
of 2,721 holders
Holding Since
Dec 2023
11 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, 2026KKM Financial LLC holds $899,624 across 2 Capital Markets names. MS ranks #1 (95.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
This page
|
4,094 | $855,809 | |
| 2 | DOMH |
Dominari Holdings Inc.
|
13,954 | $43,815 |
All Filings in MS
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $855,809 | 4,094 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $673,749 | 4,094 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $726,807 | 4,094 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $650,782 | 4,094 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $576,680 | 4,094 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $483,013 | 4,140 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $527,395 | 4,195 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $244,442 | 2,345 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $227,910 | 2,345 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $220,805 | 2,345 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $218,671 | 2,345 | Shares | Sole | 2024-02-14 | |
| No filing history on record for this holder in this stock. | ||||||