Position in MS
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$408,255
+$85,534 QoQ
Shares Held
1,953
-0.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.54%
of 13F equity value
Holder Rank
#1,929
of 2,722 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, 2026Stonebridge Financial Group, LLC / MO holds $955,881 across 3 Capital Markets names. MS ranks #1 (42.7% of the industry book) .
All Filings in MS
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $408,255 | 1,953 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $322,721 | 1,961 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $350,444 | 1,974 | Shares | Sole | 2026-02-04 | |
| No filing history on record for this holder in this stock. | ||||||