Position in MS
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$635,481
+$135,189 QoQ
Shares Held
3,040
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#1,658
of 2,723 holders
Holding Since
Dec 2021
12 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, 2026FIRST MERCHANTS CORP holds $12,731,245 across 3 Capital Markets names. MS ranks #2 (5.0% of the industry book) .
All Filings in MS
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $635,481 | 3,040 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $500,292 | 3,040 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $1,182,704 | 6,662 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $1,301,405 | 8,187 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $1,172,941 | 8,327 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $971,511 | 8,327 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $1,046,870 | 8,327 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $861,126 | 8,261 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $977,051 | 10,053 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $847,251 | 8,998 | Shares | Sole | 2024-04-25 | |
| 2023-03-31 | $203,432 | 2,317 | Shares | Sole | 2023-04-25 | |
| 2021-12-31 | $223,510 | 2,277 | Shares | Sole | 2022-01-27 | |
| No filing history on record for this holder in this stock. | ||||||