Position in MS
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$414,317
+$105,255 QoQ
Shares Held
1,982
+5.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.18%
of 13F equity value
Holder Rank
#1,921
of 2,723 holders
Holding Since
Jun 2025
5 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, 2026Stonebrook Private Inc. holds $1,502,967 across 3 Capital Markets names. MS ranks #2 (27.6% of the industry book) .
All Filings in MS
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $414,317 | 1,982 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $309,062 | 1,878 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $327,897 | 1,847 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $280,405 | 1,764 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $231,996 | 1,647 | Shares | Sole | 2025-08-11 | |
| No filing history on record for this holder in this stock. | ||||||