Position in MS
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$3,020,000
+$258,351 QoQ
Shares Held
14,447
-13.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
1.50%
of 13F equity value
Holder Rank
#926
of 2,723 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, 2026BCS Private Wealth Management, Inc. holds $3,984,846 across 2 Capital Markets names. MS ranks #1 (75.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
This page
|
14,447 | $3,020,000 | |
| 2 | GS |
Goldman Sachs Group Inc
|
954 | $964,846 |
All Filings in MS
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,020,000 | 14,447 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $2,761,649 | 16,781 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $2,120,950 | 11,947 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $1,899,095 | 11,947 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $1,682,854 | 11,947 | Shares | Sole | 2025-08-14 | |
| No filing history on record for this holder in this stock. | ||||||