Position in MS
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$1,023,041
+$222,244 QoQ
Shares Held
4,894
+0.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
2.11%
of 13F equity value
Holder Rank
#1,380
of 2,723 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in MS Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026Coign Capital Advisors LLC holds $1,740,854 across 3 Capital Markets names. MS ranks #1 (58.8% of the industry book) .
All Filings in MS
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,023,041 | 4,894 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $800,797 | 4,866 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $853,209 | 4,806 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $751,086 | 4,725 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $697,116 | 4,949 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $566,082 | 4,852 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $658,898 | 5,241 | Shares | Sole | 2025-02-13 | |
| No filing history on record for this holder in this stock. | ||||||