Position in MS
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$63,339
+$13,475 QoQ
Shares Held
303
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#2,550
of 2,722 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, 2026Access Investment Management LLC holds $14,995,793 across 2 Capital Markets names. MS ranks #2 (0.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SF |
Stifel Financial Corp
|
214,024 | $14,932,454 | |
| 2 | MS |
Morgan Stanley
This page
|
303 | $63,339 |
All Filings in MS
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $63,339 | 303 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $49,864 | 303 | Shares | Sole | 2026-05-22 | |
| 2025-12-31 | $53,791 | 303 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $48,164 | 303 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $42,680 | 303 | Shares | Sole | 2025-08-05 | |
| No filing history on record for this holder in this stock. | ||||||