Position in MS
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$660,357
+$127,315 QoQ
Shares Held
3,159
-2.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#1,638
of 2,723 holders
Holding Since
Dec 2024
7 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, 2026BEARING POINT CAPITAL, LLC holds $967,813 across 2 Capital Markets names. MS ranks #1 (68.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
This page
|
3,159 | $660,357 | |
| 2 | GS |
Goldman Sachs Group Inc
|
304 | $307,456 |
All Filings in MS
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $660,357 | 3,159 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $533,042 | 3,239 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $961,680 | 5,417 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $859,496 | 5,407 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $761,630 | 5,407 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $653,702 | 5,603 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $736,593 | 5,859 | Shares | Sole | 2025-02-14 | |
| No filing history on record for this holder in this stock. | ||||||