Position in MS
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$910,578
+$199,472 QoQ
Shares Held
4,356
+0.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
1.46%
of 13F equity value
Holder Rank
#1,458
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, 2026S Harris Financial Group, LLC holds $1,125,286 across 2 Capital Markets names. MS ranks #1 (80.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
This page
|
4,356 | $910,578 | |
| 2 | BGC |
BGC Group, Inc.
|
20,085 | $214,708 |
All Filings in MS
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $910,578 | 4,356 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $711,106 | 4,321 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $772,965 | 4,354 | Shares | Sole | 2026-03-03 | |
| No filing history on record for this holder in this stock. | ||||||