Position in MS
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$680,425
+$162,853 QoQ
Shares Held
3,255
+3.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.21%
of 13F equity value
Holder Rank
#1,616
of 2,723 holders
Holding Since
Dec 2020
15 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, 2026TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA holds $1,825,567 across 8 Capital Markets names. MS ranks #2 (37.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
741 | $749,425 | |
| 2 | MS |
Morgan Stanley
This page
|
3,255 | $680,425 | |
| 3 | SCHW |
Schwab Charles Corp
|
1,974 | $182,140 | |
| 4 | HOOD |
Robinhood Markets, Inc.
|
1,170 | $117,327 | |
| 5 | LPLA |
LPL Financial Holdings Inc.
|
120 | $33,801 | |
| 6 | IBKR |
Interactive Brokers Group, Inc.
|
385 | $33,510 | |
| 7 | IREN |
IREN Ltd
|
400 | $18,292 | |
| 8 | CRCL |
Circle Internet Group, Inc.
|
170 | $10,647 |
All Filings in MS
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $680,425 | 3,255 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $517,572 | 3,145 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $495,308 | 2,790 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $228,107 | 1,435 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $202,134 | 1,435 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $167,421 | 1,435 | Shares | Sole | 2025-08-14 | |
| 2024-12-31 | $136,406 | 1,085 | Shares | Sole | 2025-08-14 | |
| 2024-09-30 | $97,985 | 940 | Shares | Sole | 2025-08-14 | |
| 2024-06-30 | $109,824 | 1,130 | Shares | Sole | 2025-08-14 | |
| 2024-03-31 | $81,919 | 870 | Shares | Sole | 2025-08-14 | |
| 2023-12-31 | $81,127 | 870 | Shares | Sole | 2025-08-14 | |
| 2021-09-30 | $66,170 | 680 | Shares | Sole | 2025-08-14 | |
| 2021-06-30 | $62,349 | 680 | Shares | Sole | 2025-08-14 | |
| 2021-03-31 | $200,984 | 2,588 | Shares | Sole | 2025-08-14 | |
| 2020-12-31 | $3,956,236 | 57,730 | Shares | Sole | 2025-08-14 | |
| No filing history on record for this holder in this stock. | ||||||