Position in MS
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$2,195,965
+$524,428 QoQ
Shares Held
10,505
+3.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.24%
of 13F equity value
Holder Rank
#1,041
of 2,723 holders
Holding Since
Sep 2023
12 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in MS Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026JAMISON PRIVATE WEALTH MANAGEMENT, INC. holds $28,136,155 across 3 Capital Markets names. MS ranks #3 (7.8% 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 | $2,195,965 | 10,505 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $1,671,537 | 10,157 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $1,783,821 | 10,048 | Shares | Sole | 2026-01-15 | |
| 2025-09-30 | $1,573,704 | 9,900 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $1,053,210 | 7,477 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $869,658 | 7,454 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $825,100 | 6,563 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $271,128 | 2,601 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $109,047 | 1,122 | Shares | Sole | 2024-07-11 | |
| 2024-03-31 | $81,448 | 865 | Shares | Sole | 2024-04-26 | |
| 2023-12-31 | $61,638 | 661 | Shares | Sole | 2024-01-17 | |
| 2023-09-30 | $28,584 | 350 | Shares | Sole | 2024-01-05 | |
| No filing history on record for this holder in this stock. | ||||||