Position in MS
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$732,476
New position
Shares Held
3,504
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
#1,582
of 2,723 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Capital Markets
Financial Services · as of Jun 30, 2026COMPASS FINANCIAL MANAGEMENT LLC holds $14,753,081 across 17 Capital Markets names. MS ranks #5 (5.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MARA |
MARA Holdings, Inc.
|
431,971 | $6,000,077 | |
| 2 | GS |
Goldman Sachs Group Inc
|
3,207 | $3,243,463 | |
| 3 | CLSK |
Cleanspark, Inc.
|
125,802 | $1,830,419 | |
| 4 | SBET |
Sharplink, Inc.
|
231,220 | $1,109,856 | |
| 5 | MS |
Morgan Stanley
This page
|
3,504 | $732,476 | |
| 6 | IBKR |
Interactive Brokers Group, Inc.
|
7,024 | $611,368 | |
| 7 | RIOT |
Riot Platforms, Inc.
|
19,658 | $538,236 | |
| 8 | BMNR |
Bitmine Immersion Technologies, Inc.
|
22,735 | $302,602 |
All Filings in MS
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $732,476 | 3,504 | Shares | Sole | 2026-08-12 | |
| No filing history on record for this holder in this stock. | ||||||