Position in MS
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$328,192
+$69,982 QoQ
Shares Held
1,570
+0.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#2,069
of 2,723 holders
Holding Since
Sep 2025
4 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, 2026SMITH, MOORE & CO. holds $2,356,501 across 4 Capital Markets names. MS ranks #4 (13.9% of the industry book) .
All Filings in MS
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $328,192 | 1,570 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $258,210 | 1,569 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $217,829 | 1,227 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $200,130 | 1,259 | Shares | Sole | 2025-11-12 | |
| No filing history on record for this holder in this stock. | ||||||