Position in MS
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$14,436,720
+$3,622,991 QoQ
Shares Held
69,062
+5.1% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.27%
of 13F equity value
Holder Rank
#483
of 2,723 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 8%
Shared 0%
None 92%
Common Shares in MS Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026CITIZENS FINANCIAL GROUP INC/RI holds $79,142,721 across 13 Capital Markets names. MS ranks #2 (18.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
46,924 | $47,457,525 | |
| 2 | MS |
Morgan Stanley
This page
|
69,062 | $14,436,720 | |
| 3 | HOOD |
Robinhood Markets, Inc.
|
88,257 | $8,850,411 | |
| 4 | SCHW |
Schwab Charles Corp
|
50,667 | $4,675,043 | |
| 5 | EVR |
Evercore Inc.
|
1,576 | $538,109 | |
| 6 | TW |
Tradeweb Markets Inc.
|
5,272 | $525,407 | |
| 7 | JEF |
Jefferies Financial Group Inc.
|
10,369 | $518,242 | |
| 8 | IBKR |
Interactive Brokers Group, Inc.
|
5,953 | $518,149 |
All Filings in MS
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $14,436,720 | 69,062 | Shares | Defined | 2026-08-07 | |
| 2026-03-31 | $10,813,729 | 65,709 | Shares | Defined | 2026-05-01 | |
| 2025-12-31 | $12,729,078 | 71,701 | Shares | Defined | 2026-01-30 | |
| 2025-09-30 | $11,106,216 | 69,868 | Shares | Defined | 2025-10-24 | |
| 2025-06-30 | $8,268,622 | 58,701 | Shares | Defined | 2025-08-08 | |
| 2025-03-31 | $6,651,706 | 57,013 | Shares | Defined | 2025-05-09 | |
| 2024-12-31 | $6,917,113 | 55,020 | Shares | Defined | 2025-02-07 | |
| 2024-09-30 | $4,705,810 | 45,144 | Shares | Defined | 2024-11-08 | |
| 2024-06-30 | $3,692,539 | 37,993 | Shares | Defined | 2024-08-09 | |
| 2024-03-31 | $1,513,339 | 16,072 | Shares | Defined | 2024-05-17 | |
| 2023-12-31 | $1,621,151 | 17,385 | Shares | Defined | 2024-02-02 | |
| 2023-09-30 | $1,194,586 | 14,627 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $606,254 | 7,099 | Shares | Defined | 2023-08-04 | |
| 2023-03-31 | $1,088,807 | 12,401 | Shares | Defined | 2023-05-10 | |
| 2022-12-31 | $1,111,551 | 13,074 | Shares | Defined | 2023-02-09 | |
| 2022-09-30 | $1,037,164 | 13,127 | Shares | Defined | 2022-11-10 | |
| 2022-06-30 | $1,035,404 | 13,613 | Shares | Defined | 2022-08-05 | |
| 2022-03-31 | $1,250,169 | 14,304 | Shares | Defined | 2022-05-12 | |
| 2021-12-31 | $1,349,012 | 13,743 | Shares | Defined | 2022-02-10 | |
| 2021-09-30 | $1,312,809 | 13,491 | Shares | Defined | 2021-11-05 | |
| 2021-06-30 | $564,260 | 6,154 | Shares | Defined | 2021-08-04 | |
| 2021-03-31 | $337,588 | 4,347 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $207,234 | 3,024 | Shares | Defined | 2021-02-11 | |
| 2020-09-30 | $205,729 | 4,255 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $261,447 | 5,413 | Shares | Defined | 2020-08-12 | |
| 2020-03-31 | $637,466 | 18,749 | Shares | Defined | 2020-05-08 | |
| No filing history on record for this holder in this stock. | ||||||