Position in MS
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$567,961
+$173,981 QoQ
Shares Held
2,717
+13.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.66%
of 13F equity value
Holder Rank
#1,718
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, 2026Wall Street Financial Group, Inc. holds $957,338 across 2 Capital Markets names. MS ranks #1 (59.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
This page
|
2,717 | $567,961 | |
| 2 | GS |
Goldman Sachs Group Inc
|
385 | $389,377 |
All Filings in MS
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $567,961 | 2,717 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $393,980 | 2,394 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $415,597 | 2,341 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $350,506 | 2,205 | Shares | Sole | 2026-01-16 | |
| 2025-06-30 | $311,018 | 2,208 | Shares | Sole | 2026-01-16 | |
| No filing history on record for this holder in this stock. | ||||||