Position in MS
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$459,260
+$97,700 QoQ
Shares Held
2,197
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.91%
of 13F equity value
Holder Rank
#1,843
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, 2026CDM FINANCIAL COUNSELING SERVICES, INC. holds $898,194 across 2 Capital Markets names. MS ranks #1 (51.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
This page
|
2,197 | $459,260 | |
| 2 | GS |
Goldman Sachs Group Inc
|
434 | $438,934 |
All Filings in MS
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $459,260 | 2,197 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $361,560 | 2,197 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $376,363 | 2,120 | Shares | Sole | 2026-02-05 | |
| No filing history on record for this holder in this stock. | ||||||