Position in MS
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$887,792
+$191,661 QoQ
Shares Held
4,247
+0.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.28%
of 13F equity value
Holder Rank
#1,471
of 2,723 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 10%
Shared 0%
None 90%
Common Shares in MS Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026Fielder Capital Group LLC holds $2,390,349 across 4 Capital Markets names. MS ranks #1 (37.1% of the industry book) .
All Filings in MS
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $887,792 | 4,247 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $696,131 | 4,230 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $748,466 | 4,216 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $661,114 | 4,159 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $584,005 | 4,146 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $485,347 | 4,160 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $723,015 | 5,751 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $683,084 | 6,553 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $224,022 | 2,305 | Shares | Sole | 2024-08-01 | |
| 2024-03-31 | $215,438 | 2,288 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $209,719 | 2,249 | Shares | Sole | 2024-02-06 | |
| No filing history on record for this holder in this stock. | ||||||