Position in MS
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$480,373
+$185,465 QoQ
Shares Held
2,298
+28.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.82%
of 13F equity value
Holder Rank
#1,814
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, 2026BAM Wealth Management, LLC holds $1,238,143 across 2 Capital Markets names. MS ranks #2 (38.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IBKR |
Interactive Brokers Group, Inc.
|
8,706 | $757,770 | |
| 2 | MS |
Morgan Stanley
This page
|
2,298 | $480,373 |
All Filings in MS
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $480,373 | 2,298 | Shares | Other | 2026-07-14 | |
| 2026-03-31 | $294,908 | 1,792 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $200,963 | 1,132 | Shares | Other | 2026-01-20 | |
| No filing history on record for this holder in this stock. | ||||||