Position in MS
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$192,525
New position
Shares Held
921
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#2,441
of 2,723 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 100%
Shared 0%
None 0%
Position in Capital Markets
Financial Services · as of Jun 30, 2026Quantum Portfolio Management LLC holds $2,220,036 across 7 Capital Markets names. MS ranks #5 (8.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IBKR |
Interactive Brokers Group, Inc.
|
6,991 | $608,496 | |
| 2 | HLI |
Houlihan Lokey, Inc.
|
3,776 | $506,474 | |
| 3 | EVR |
Evercore Inc.
|
1,313 | $448,310 | |
| 4 | GS |
Goldman Sachs Group Inc
|
385 | $389,377 | |
| 5 | MS |
Morgan Stanley
This page
|
921 | $192,525 | |
| 6 | SCHW |
Schwab Charles Corp
|
667 | $61,544 | |
| 7 | BMNR |
Bitmine Immersion Technologies, Inc.
|
1,000 | $13,310 |
All Filings in MS
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $192,525 | 921 | Shares | Sole | 2026-08-14 | |
| No filing history on record for this holder in this stock. | ||||||