Position in MS
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$326,102
New position
Shares Held
1,560
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#2,074
of 2,723 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 100%
Shared 0%
None 0%
Position in Capital Markets
Financial Services · as of Jun 30, 2026Bull Harbor Capital LLC holds $5,966,392 across 11 Capital Markets names. MS ranks #8 (5.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EVR |
Evercore Inc.
|
3,553 | $1,213,136 | |
| 2 | JEF |
Jefferies Financial Group Inc.
|
19,489 | $974,060 | |
| 3 | GS |
Goldman Sachs Group Inc
|
832 | $841,459 | |
| 4 | SF |
Stifel Financial Corp
|
7,966 | $555,787 | |
| 5 | TW |
Tradeweb Markets Inc.
|
5,077 | $505,973 | |
| 6 | HOOD |
Robinhood Markets, Inc.
|
3,789 | $379,960 | |
| 7 | VIRT |
Virtu Financial, Inc.
|
6,297 | $375,112 | |
| 8 | MS |
Morgan Stanley
This page
|
1,560 | $326,102 |
All Filings in MS
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $326,102 | 1,560 | Shares | Sole | 2026-08-10 | |
| No filing history on record for this holder in this stock. | ||||||