Position in MS
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$265,062
New position
Shares Held
1,268
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.46%
of 13F equity value
Holder Rank
#2,206
of 2,722 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Capital Markets
Financial Services · as of Jun 30, 2026Old Peak Finance LLC holds $1,139,781 across 2 Capital Markets names. MS ranks #2 (23.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SCHW |
Schwab Charles Corp
|
9,480 | $874,719 | |
| 2 | MS |
Morgan Stanley
This page
|
1,268 | $265,062 |
All Filings in MS
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $265,062 | 1,268 | Shares | Sole | 2026-08-03 | |
| No filing history on record for this holder in this stock. | ||||||