Position in MS
as of Jun 30, 2026
· filed Jul 6, 2026
Position Value
$573,396
+$128,070 QoQ
Shares Held
2,743
+1.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
3.09%
of 13F equity value
Holder Rank
#1,710
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, 2026LEGACY SOLUTIONS, LLC holds $1,074,024 across 2 Capital Markets names. MS ranks #1 (53.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
This page
|
2,743 | $573,396 | |
| 2 | GS |
Goldman Sachs Group Inc
|
495 | $500,628 |
All Filings in MS
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $573,396 | 2,743 | Shares | Sole | 2026-07-06 | |
| 2026-03-31 | $445,326 | 2,706 | Shares | Sole | 2026-04-07 | |
| 2025-12-31 | $526,021 | 2,963 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $474,495 | 2,985 | Shares | Sole | 2025-10-09 | |
| 2025-06-30 | $433,144 | 3,075 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $335,659 | 2,877 | Shares | Sole | 2025-04-08 | |
| 2024-12-31 | $360,816 | 2,870 | Shares | Sole | 2025-02-03 | |
| No filing history on record for this holder in this stock. | ||||||