Position in MS
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$4,833,422
+$1,002,397 QoQ
Shares Held
23,122
-0.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
1.69%
of 13F equity value
Holder Rank
#752
of 2,723 holders
Holding Since
Mar 2023
14 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, 2026Concord Asset Management, LLC/VA holds $10,346,399 across 2 Capital Markets names. MS ranks #2 (46.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
5,451 | $5,512,977 | |
| 2 | MS |
Morgan Stanley
This page
|
23,122 | $4,833,422 |
All Filings in MS
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,833,422 | 23,122 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $3,831,025 | 23,279 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $4,283,266 | 24,127 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $3,790,242 | 23,844 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $3,336,973 | 23,690 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $2,850,481 | 24,432 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $1,492,547 | 11,872 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $1,474,579 | 14,146 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $1,274,938 | 13,118 | Shares | Sole | 2024-11-07 | |
| 2024-03-31 | $1,130,484 | 12,006 | Shares | Sole | 2024-11-07 | |
| 2023-12-31 | $925,319 | 9,923 | Shares | Sole | 2024-11-07 | |
| 2023-09-30 | $551,599 | 6,754 | Shares | Sole | 2024-11-07 | |
| 2023-06-30 | $444,421 | 5,204 | Shares | Sole | 2024-11-07 | |
| 2023-03-31 | $343,473 | 3,912 | Shares | Sole | 2024-11-07 | |
| No filing history on record for this holder in this stock. | ||||||