Position in MS
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$10,913,769
+$3,059,502 QoQ
Shares Held
52,209
+9.4% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.41%
of 13F equity value
Holder Rank
#535
of 2,723 holders
Holding Since
Mar 2025
6 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in MS Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026AG2R LA MONDIALE GESTION D'ACTIFS holds $36,275,519 across 5 Capital Markets names. MS ranks #2 (30.1% of the industry book) .
All Filings in MS
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $10,913,769 | 52,209 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $7,854,267 | 47,726 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $8,436,758 | 47,523 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $7,173,546 | 45,128 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $6,356,730 | 45,128 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $5,214,448 | 44,694 | Shares | Sole | 2025-06-26 | |
| No filing history on record for this holder in this stock. | ||||||