Position in MS
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$7,300,722
+$421,696 QoQ
Shares Held
34,925
-16.4% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
2.90%
of 13F equity value
Holder Rank
#641
of 2,723 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 8%
Shared 0%
None 92%
Common Shares in MS Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026Brentview Investment Management LLC holds $7,300,722 across 1 Capital Markets name. MS ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
This page
|
34,925 | $7,300,722 |
All Filings in MS
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,300,722 | 34,925 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $6,879,026 | 41,800 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $7,114,869 | 40,077 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $6,330,423 | 39,824 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $5,417,898 | 38,463 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $4,569,497 | 39,166 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $4,671,000 | 37,154 | Shares | Sole | 2025-01-24 | |
| No filing history on record for this holder in this stock. | ||||||