Marest Capital, LLC

Position in MS — Morgan Stanley

CIK 2010315 Encino, CA

Position in MS

as of Jun 30, 2026 · filed Aug 5, 2026 Compact

Position Value

$512,148

+$111,091 QoQ

Shares Held

2,450

+0.5% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.31%

of 13F equity value

Holder Rank

#1,780

of 2,723 holders

Holding Since

Mar 2024

3 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Marest Capital, LLC holds $5,334,754 across 5 Capital Markets names. MS ranks #2 (9.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GS	Goldman Sachs Group Inc	4,053	$4,099,082
2	MS	Morgan Stanley This page	2,450	$512,148
3	HOOD	Robinhood Markets, Inc.	2,912	$292,015
4	SCHW	Schwab Charles Corp	2,398	$221,263
5	WULF	Terawulf Inc.	8,512	$210,246

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$512,148	2,450	+0.5%	Shares	Sole	2026-08-05
2026-03-31	$401,057	2,437	-36.8%	Shares	Sole	2026-05-11
2024-03-31	$362,986	3,855	—	Shares	Sole	2024-04-19
No filing history on record for this holder in this stock.