Position in MS
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$240,814
+$6,796 QoQ
Shares Held
1,152
-19.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.33%
of 13F equity value
Holder Rank
#2,266
of 2,723 holders
Holding Since
Dec 2025
3 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, 2026Sonoma Allocations LLC holds $673,680 across 2 Capital Markets names. MS ranks #2 (35.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
428 | $432,866 | |
| 2 | MS |
Morgan Stanley
This page
|
1,152 | $240,814 |
All Filings in MS
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $240,814 | 1,152 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $234,018 | 1,422 | Shares | Sole | 2026-05-19 | |
| 2025-12-31 | $328,785 | 1,852 | Shares | Sole | 2026-02-23 | |
| No filing history on record for this holder in this stock. | ||||||