Position in MS
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$517,792
-$73,508 QoQ
Shares Held
2,477
-31.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
1.00%
of 13F equity value
Holder Rank
#1,769
of 2,723 holders
Holding Since
Sep 2024
8 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, 2026Copley Financial Group, Inc. holds $1,245,770 across 3 Capital Markets names. MS ranks #1 (41.6% of the industry book) .
All Filings in MS
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $517,792 | 2,477 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $591,300 | 3,593 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $683,845 | 3,852 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $692,588 | 4,357 | Shares | Sole | 2025-11-18 | |
| 2025-06-30 | $670,634 | 4,761 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $614,267 | 5,265 | Shares | Sole | 2025-07-09 | |
| 2024-12-31 | $667,950 | 5,313 | Shares | Sole | 2025-03-05 | |
| 2024-09-30 | $640,971 | 6,149 | Shares | Sole | 2024-12-09 | |
| No filing history on record for this holder in this stock. | ||||||