Position in MS
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$507,340
+$107,929 QoQ
Shares Held
2,427
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.35%
of 13F equity value
Holder Rank
#1,783
of 2,723 holders
Holding Since
Sep 2025
4 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, 2026STEINBERGANNA WEALTH MANAGEMENT holds $731,000 across 2 Capital Markets names. MS ranks #1 (69.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
This page
|
2,427 | $507,340 | |
| 2 | JEF |
Jefferies Financial Group Inc.
|
4,475 | $223,660 |
All Filings in MS
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $507,340 | 2,427 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $399,411 | 2,427 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $430,865 | 2,427 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $476,880 | 3,000 | Shares | Sole | 2025-10-23 | |
| No filing history on record for this holder in this stock. | ||||||