Position in MS
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$8,361,600
+$1,778,800 QoQ
Shares Held
40,000
0.0% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
11.60%
of 13F equity value
Holder Rank
#608
of 2,723 holders
Holding Since
Mar 2026
2 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, 2026Geremia Financial Services, LLC holds $23,927,595 across 2 Capital Markets names. MS ranks #2 (34.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
15,391 | $15,565,995 | |
| 2 | MS |
Morgan Stanley
This page
|
40,000 | $8,361,600 |
All Filings in MS
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,361,600 | 40,000 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $6,582,800 | 40,000 | Shares | Sole | 2026-04-27 | |
| No filing history on record for this holder in this stock. | ||||||