Position in MS
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$863,544
+$202,138 QoQ
Shares Held
4,131
+2.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.84%
of 13F equity value
Holder Rank
#1,486
of 2,723 holders
Holding Since
Dec 2024
6 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, 2026Riverbend Wealth Management, LLC holds $1,630,309 across 3 Capital Markets names. MS ranks #1 (53.0% of the industry book) .
All Filings in MS
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $863,544 | 4,131 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $661,406 | 4,019 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $851,611 | 4,797 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $265,622 | 1,671 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $240,025 | 1,704 | Shares | Sole | 2025-07-29 | |
| 2024-12-31 | $207,060 | 1,647 | Shares | Sole | 2025-02-07 | |
| No filing history on record for this holder in this stock. | ||||||