Position in MS
as of Jun 30, 2026
· filed Jul 6, 2026
Position Value
$207,576
+$173,626 QoQ
Shares Held
993
+241.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#2,401
of 2,723 holders
Holding Since
Dec 2024
3 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, 2026Stonebridge Financial Group, LLC holds $1,023,776 across 3 Capital Markets names. MS ranks #3 (20.3% of the industry book) .
All Filings in MS
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $207,576 | 993 | Shares | Sole | 2026-07-06 | |
| 2025-03-31 | $33,950 | 291 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $35,327 | 281 | Shares | Sole | 2025-01-29 | |
| No filing history on record for this holder in this stock. | ||||||