Position in MS
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$7,459,801
+$2,114,074 QoQ
Shares Held
35,686
+9.9% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.25%
of 13F equity value
Holder Rank
#636
of 2,723 holders
Holding Since
Mar 2024
10 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, 2026Hamilton Capital Partners Inc. holds $24,244,773 across 8 Capital Markets names. MS ranks #3 (30.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SCHW |
Schwab Charles Corp
|
84,573 | $7,803,550 | |
| 2 | GS |
Goldman Sachs Group Inc
|
7,520 | $7,605,502 | |
| 3 | MS |
Morgan Stanley
This page
|
35,686 | $7,459,801 | |
| 4 | LPLA |
LPL Financial Holdings Inc.
|
1,608 | $452,941 | |
| 5 | HLI |
Houlihan Lokey, Inc.
|
2,250 | $301,792 | |
| 6 | JEF |
Jefferies Financial Group Inc.
|
5,455 | $272,640 | |
| 7 | EVR |
Evercore Inc.
|
681 | $232,520 | |
| 8 | SF |
Stifel Financial Corp
|
1,663 | $116,027 |
All Filings in MS
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,459,801 | 35,686 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $5,345,727 | 32,483 | Shares | Sole | 2026-08-14 | |
| 2025-12-31 | $5,958,971 | 33,566 | Shares | Sole | 2026-08-14 | |
| 2025-09-30 | $5,635,449 | 35,452 | Shares | Sole | 2026-08-14 | |
| 2025-06-30 | $5,852,451 | 41,548 | Shares | Sole | 2026-08-14 | |
| 2025-03-31 | $4,427,043 | 37,945 | Shares | Sole | 2026-08-14 | |
| 2024-12-31 | $4,002,924 | 31,840 | Shares | Sole | 2026-08-14 | |
| 2024-09-30 | $2,755,375 | 26,433 | Shares | Sole | 2026-08-14 | |
| 2024-06-30 | $1,439,092 | 14,807 | Shares | Sole | 2026-08-14 | |
| 2024-03-31 | $1,924,347 | 20,437 | Shares | Sole | 2026-08-14 | |
| No filing history on record for this holder in this stock. | ||||||