Position in MS
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$874,832
+$182,816 QoQ
Shares Held
4,185
-0.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.94%
of 13F equity value
Holder Rank
#1,481
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, 2026Piedmont Capital Management, LLC/NC holds $1,089,242 across 2 Capital Markets names. MS ranks #1 (80.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
This page
|
4,185 | $874,832 | |
| 2 | GS |
Goldman Sachs Group Inc
|
212 | $214,410 |
All Filings in MS
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $874,832 | 4,185 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $692,016 | 4,205 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $746,513 | 4,205 | Shares | Sole | 2026-02-13 | |
| No filing history on record for this holder in this stock. | ||||||