Position in MS
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$735,820
+$159,332 QoQ
Shares Held
3,520
+0.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#1,580
of 2,723 holders
Holding Since
Sep 2024
8 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, 2026MEANS INVESTMENT CO., INC. holds $8,619,797 across 3 Capital Markets names. MS ranks #3 (8.5% of the industry book) .
All Filings in MS
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $735,820 | 3,520 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $576,488 | 3,503 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $328,252 | 1,849 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $522,819 | 3,289 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $323,978 | 2,300 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $267,174 | 2,290 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $291,796 | 2,321 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $214,838 | 2,061 | Shares | Sole | 2024-10-18 | |
| No filing history on record for this holder in this stock. | ||||||