Position in MS
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$1,006,945
+$247,126 QoQ
Shares Held
4,817
+4.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.45%
of 13F equity value
Holder Rank
#1,392
of 2,723 holders
Holding Since
Dec 2024
7 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, 2026SGL Investment Advisors, Inc. holds $5,349,359 across 3 Capital Markets names. MS ranks #2 (18.8% of the industry book) .
All Filings in MS
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,006,945 | 4,817 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $759,819 | 4,617 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $835,811 | 4,708 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $857,112 | 5,392 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $733,035 | 5,204 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $296,925 | 2,545 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $245,656 | 1,954 | Shares | Sole | 2025-02-14 | |
| No filing history on record for this holder in this stock. | ||||||