Position in MS
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$2,103,569
New position
Shares Held
10,063
first reported quarter
Ownership
0.001%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#1,056
of 2,723 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 94%
Shared 6%
None 0%
Position in Capital Markets
Financial Services · as of Jun 30, 2026Evelyn Partners Group Ltd holds $87,444,929 across 9 Capital Markets names. MS ranks #3 (2.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
69,625 | $70,416,634 | |
| 2 | IBKR |
Interactive Brokers Group, Inc.
|
159,819 | $13,910,643 | |
| 3 | MS |
Morgan Stanley
This page
|
10,063 | $2,103,569 | |
| 4 | JEF |
Jefferies Financial Group Inc.
|
11,543 | $576,919 | |
| 5 | SF |
Stifel Financial Corp
|
2,769 | $193,193 | |
| 6 | SCHW |
Schwab Charles Corp
|
2,047 | $188,876 | |
| 7 | RIOT |
Riot Platforms, Inc.
|
1,104 | $30,227 | |
| 8 | CLSK |
Cleanspark, Inc.
|
900 | $13,095 |
All Filings in MS
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,103,569 | 10,063 | Shares | Sole | 2026-08-07 | |
| No filing history on record for this holder in this stock. | ||||||