Position in MS
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$611,651
+$114,486 QoQ
Shares Held
2,926
-3.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.76%
of 13F equity value
Holder Rank
#1,678
of 2,723 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, 2026Southern Financial Group, LLC holds $1,686,211 across 4 Capital Markets names. MS ranks #1 (36.3% 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 | $611,651 | 2,926 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $497,165 | 3,021 | Shares | Sole | 2026-06-18 | |
| 2025-12-31 | $541,288 | 3,049 | Shares | Sole | 2026-06-18 | |
| No filing history on record for this holder in this stock. | ||||||