Position in MS
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$54,350
+$11,562 QoQ
Shares Held
260
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#2,568
of 2,723 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in MS Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026PlanVest Financial, Inc holds $64,208 across 5 Capital Markets names. MS ranks #1 (84.6% of the industry book) .
All Filings in MS
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $54,350 | 260 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $42,788 | 260 | Shares | Sole | 2026-05-14 | |
| No filing history on record for this holder in this stock. | ||||||