Position in MS
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$1,134,042
+$247,504 QoQ
Shares Held
5,425
+0.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.56%
of 13F equity value
Holder Rank
#1,333
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, 2026FOCUSED ALPHA, LLC holds $3,304,442 across 2 Capital Markets names. MS ranks #2 (34.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
2,146 | $2,170,400 | |
| 2 | MS |
Morgan Stanley
This page
|
5,425 | $1,134,042 |
All Filings in MS
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,134,042 | 5,425 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $886,538 | 5,387 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $933,097 | 5,256 | Shares | Sole | 2026-02-13 | |
| No filing history on record for this holder in this stock. | ||||||