Position in MS
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$7,488,648
+$4,172,398 QoQ
Shares Held
35,824
+77.8% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.41%
of 13F equity value
Holder Rank
#635
of 2,718 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, 2026TRIGLAV INVESTMENTS, D.O.O. holds $55,472,308 across 4 Capital Markets names. MS ranks #2 (13.5% 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 | $7,488,648 | 35,824 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $3,316,250 | 20,151 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $8,091,284 | 45,577 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $4,288,263 | 26,977 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $2,748,460 | 19,512 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $2,276,465 | 19,512 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $2,453,048 | 19,512 | Shares | Sole | 2025-02-14 | |
| No filing history on record for this holder in this stock. | ||||||