Position in MS
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$539,950
+$127,374 QoQ
Shares Held
2,583
+3.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.26%
of 13F equity value
Holder Rank
#1,745
of 2,723 holders
Holding Since
Jun 2025
5 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, 2026Purkiss Capital Advisors LLC holds $853,474 across 2 Capital Markets names. MS ranks #1 (63.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
This page
|
2,583 | $539,950 | |
| 2 | GS |
Goldman Sachs Group Inc
|
310 | $313,524 |
All Filings in MS
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $539,950 | 2,583 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $412,576 | 2,507 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $373,700 | 2,105 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $332,226 | 2,090 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $252,561 | 1,793 | Shares | Sole | 2025-08-01 | |
| No filing history on record for this holder in this stock. | ||||||