Position in MS
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$938,171
+$199,581 QoQ
Shares Held
4,488
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
1.28%
of 13F equity value
Holder Rank
#1,443
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, 2026Signet Private Wealth LLC holds $1,380,139 across 2 Capital Markets names. MS ranks #1 (68.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
This page
|
4,488 | $938,171 | |
| 2 | GS |
Goldman Sachs Group Inc
|
437 | $441,968 |
All Filings in MS
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $938,171 | 4,488 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $738,590 | 4,488 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $796,754 | 4,488 | Shares | Sole | 2026-02-11 | |
| No filing history on record for this holder in this stock. | ||||||