Position in MS
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$640,289
+$385,041 QoQ
Shares Held
3,063
+97.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.19%
of 13F equity value
Holder Rank
#1,655
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, 2026Brookwood Investment Group LLC holds $2,140,684 across 4 Capital Markets names. MS ranks #1 (29.9% of the industry book) .
All Filings in MS
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $640,289 | 3,063 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $255,248 | 1,551 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $1,035,887 | 5,835 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $963,456 | 6,061 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $453,710 | 3,221 | Shares | Sole | 2025-08-01 | |
| No filing history on record for this holder in this stock. | ||||||