Position in MS
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$291,401
+$78,119 QoQ
Shares Held
1,394
+7.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.38%
of 13F equity value
Holder Rank
#2,153
of 2,723 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 11%
Shared 0%
None 89%
Common Shares in MS Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026AMG Asset Management Group, Inc. holds $584,698 across 2 Capital Markets names. MS ranks #2 (49.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
290 | $293,297 | |
| 2 | MS |
Morgan Stanley
This page
|
1,394 | $291,401 |
All Filings in MS
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $291,401 | 1,394 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $213,282 | 1,296 | Shares | Sole | 2026-04-27 | |
| No filing history on record for this holder in this stock. | ||||||