Position in MS
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$276,978
+$71,595 QoQ
Shares Held
1,325
+6.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#2,181
of 2,723 holders
Holding Since
Mar 2021
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, 2026MONEY CONCEPTS CAPITAL CORP holds $1,972,034 across 2 Capital Markets names. MS ranks #2 (14.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
1,676 | $1,695,056 | |
| 2 | MS |
Morgan Stanley
This page
|
1,325 | $276,978 |
All Filings in MS
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $276,978 | 1,325 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $205,383 | 1,248 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $209,840 | 1,182 | Shares | Sole | 2026-02-04 | |
| 2022-12-31 | $350,877 | 4,127 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $63,445 | 803 | Shares | Sole | 2022-10-27 | |
| 2022-06-30 | $45,940 | 604 | Shares | Sole | 2022-07-18 | |
| 2022-03-31 | $224,705 | 2,571 | Shares | Sole | 2022-05-13 | |
| 2021-03-31 | $15,299 | 197 | Shares | Sole | 2021-05-17 | |
| No filing history on record for this holder in this stock. | ||||||