Position in MS
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$6,457,872
+$1,712,990 QoQ
Shares Held
30,893
+7.1% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#674
of 2,723 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 100%
None 0%
Common Shares in MS Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026STEPHENS INC /AR/ holds $97,002,004 across 8 Capital Markets names. MS ranks #2 (6.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
85,346 | $86,316,384 | |
| 2 | MS |
Morgan Stanley
This page
|
30,893 | $6,457,872 | |
| 3 | SCHW |
Schwab Charles Corp
|
20,448 | $1,886,736 | |
| 4 | HOOD |
Robinhood Markets, Inc.
|
9,114 | $913,951 | |
| 5 | EVR |
Evercore Inc.
|
1,181 | $403,240 | |
| 6 | TW |
Tradeweb Markets Inc.
|
3,771 | $375,817 | |
| 7 | IBKR |
Interactive Brokers Group, Inc.
|
3,954 | $344,156 | |
| 8 | SF |
Stifel Financial Corp
|
4,355 | $303,848 |
All Filings in MS
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,457,872 | 30,893 | Shares | Defined | 2026-07-29 | |
| 2026-03-31 | $4,744,882 | 28,832 | Shares | Defined | 2026-04-28 | |
| 2025-12-31 | $5,093,690 | 28,692 | Shares | Defined | 2026-02-05 | |
| 2025-09-30 | $4,491,096 | 28,253 | Shares | Defined | 2025-10-27 | |
| 2025-06-30 | $4,093,673 | 29,062 | Shares | Defined | 2025-07-29 | |
| 2025-03-31 | $3,417,030 | 29,288 | Shares | Defined | 2025-05-01 | |
| 2024-12-31 | $3,749,221 | 29,822 | Shares | Defined | 2025-01-28 | |
| 2024-09-30 | $3,319,939 | 31,849 | Shares | Defined | 2024-10-28 | |
| 2024-06-30 | $2,903,745 | 29,877 | Shares | Defined | 2024-08-06 | |
| 2024-03-31 | $2,819,621 | 29,945 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $8,835,530 | 94,751 | Shares | Defined | 2024-02-13 | |
| 2023-09-30 | $4,523,211 | 55,384 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $6,169,979 | 72,248 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $4,477,536 | 50,997 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $4,554,606 | 53,571 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $3,878,679 | 49,091 | Shares | Defined | 2022-11-02 | |
| 2022-06-30 | $3,397,143 | 44,664 | Shares | Defined | 2022-08-03 | |
| 2022-03-31 | $3,634,616 | 41,586 | Shares | Defined | 2022-05-04 | |
| 2021-12-31 | $3,778,865 | 38,497 | Shares | Defined | 2022-03-07 | |
| 2021-09-30 | $4,976,141 | 51,137 | Shares | Defined | 2021-10-27 | |
| 2021-06-30 | $5,106,216 | 55,690 | Shares | Defined | 2021-08-12 | |
| 2021-03-31 | $3,945,050 | 50,799 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $3,320,963 | 48,460 | Shares | Defined | 2021-02-10 | |
| 2020-09-30 | $2,287,196 | 47,305 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $2,443,303 | 50,586 | Shares | Defined | 2020-08-24 | |
| 2020-03-31 | $808,248 | 23,772 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||