Position in MS
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$415,571
+$94,825 QoQ
Shares Held
1,988
+2.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.24%
of 13F equity value
Holder Rank
#1,920
of 2,723 holders
Holding Since
Jun 2025
5 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, 2026Southland Equity Partners LLC holds $968,790 across 2 Capital Markets names. MS ranks #2 (42.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
547 | $553,219 | |
| 2 | MS |
Morgan Stanley
This page
|
1,988 | $415,571 |
All Filings in MS
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $415,571 | 1,988 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $320,746 | 1,949 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $310,499 | 1,749 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $279,769 | 1,760 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $242,138 | 1,719 | Shares | Sole | 2025-07-14 | |
| No filing history on record for this holder in this stock. | ||||||