Position in MS
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$542,040
+$129,957 QoQ
Shares Held
2,593
+3.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.80%
of 13F equity value
Holder Rank
#1,742
of 2,723 holders
Holding Since
Mar 2026
2 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, 2026BankPlus Wealth Management LLC holds $1,417,886 across 2 Capital Markets names. MS ranks #2 (38.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
866 | $875,846 | |
| 2 | MS |
Morgan Stanley
This page
|
2,593 | $542,040 |
All Filings in MS
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $542,040 | 2,593 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $412,083 | 2,504 | Shares | Sole | 2026-04-22 | |
| No filing history on record for this holder in this stock. | ||||||