Position in MS
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$277,814
+$57,949 QoQ
Shares Held
1,329
-0.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.33%
of 13F equity value
Holder Rank
#2,180
of 2,723 holders
Holding Since
Sep 2025
4 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, 2026Shum Financial Group, Inc. holds $986,170 across 2 Capital Markets names. MS ranks #2 (28.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SCHW |
Schwab Charles Corp
|
7,677 | $708,356 | |
| 2 | MS |
Morgan Stanley
This page
|
1,329 | $277,814 |
All Filings in MS
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $277,814 | 1,329 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $219,865 | 1,336 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $238,600 | 1,344 | Shares | Sole | 2026-01-15 | |
| 2025-09-30 | $213,642 | 1,344 | Shares | Sole | 2025-10-20 | |
| No filing history on record for this holder in this stock. | ||||||