Position in MS
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$542,458
+$107,665 QoQ
Shares Held
2,595
-1.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.23%
of 13F equity value
Holder Rank
#1,741
of 2,723 holders
Holding Since
Mar 2025
6 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in MS Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026VICTORY FINANCIAL GROUP, LLC holds $4,816,268 across 4 Capital Markets names. MS ranks #3 (11.3% of the industry book) .
All Filings in MS
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $542,458 | 2,595 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $434,793 | 2,642 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $437,611 | 2,465 | Shares | Sole | 2026-01-15 | |
| 2025-09-30 | $357,818 | 2,251 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $375,955 | 2,669 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $286,774 | 2,458 | Shares | Sole | 2025-05-12 | |
| No filing history on record for this holder in this stock. | ||||||