Position in MS
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$7,187,630
+$1,756,163 QoQ
Shares Held
34,384
+4.2% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.39%
of 13F equity value
Holder Rank
#645
of 2,716 holders
Holding Since
Mar 2020
26 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, 2026SouthState Bank Corp holds $13,478,538 across 15 Capital Markets names. MS ranks #1 (53.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
This page
|
34,384 | $7,187,630 | |
| 2 | GS |
Goldman Sachs Group Inc
|
5,656 | $5,720,308 | |
| 3 | SCHW |
Schwab Charles Corp
|
4,129 | $380,982 | |
| 4 | PIPR |
Piper Sandler Companies
|
2,060 | $149,020 | |
| 5 | HOOD |
Robinhood Markets, Inc.
|
198 | $19,854 | |
| 6 | SF |
Stifel Financial Corp
|
77 | $5,371 | |
| 7 | IBKR |
Interactive Brokers Group, Inc.
|
59 | $5,135 | |
| 8 | EVR |
Evercore Inc.
|
10 | $3,414 |
All Filings in MS
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,187,630 | 34,384 | Shares | Defined | 2026-08-06 | |
| 2026-03-31 | $5,431,467 | 33,004 | Shares | Defined | 2026-05-05 | |
| 2025-12-31 | $5,659,122 | 31,877 | Shares | Defined | 2026-02-11 | |
| 2025-09-30 | $5,007,556 | 31,502 | Shares | Defined | 2025-11-05 | |
| 2025-06-30 | $4,640,209 | 32,942 | Shares | Defined | 2025-08-06 | |
| 2025-03-31 | $3,489,715 | 29,911 | Shares | Defined | 2025-05-12 | |
| 2024-12-31 | $2,307,464 | 18,354 | Shares | Defined | 2025-02-10 | |
| 2024-09-30 | $1,881,843 | 18,053 | Shares | Defined | 2024-11-08 | |
| 2024-06-30 | $1,598,483 | 16,447 | Shares | Defined | 2024-08-02 | |
| 2024-03-31 | $1,022,294 | 10,857 | Shares | Defined | 2024-05-06 | |
| 2023-12-31 | $1,191,174 | 12,774 | Shares | Defined | 2024-02-06 | |
| 2023-09-30 | $1,134,395 | 13,890 | Shares | Defined | 2023-11-07 | |
| 2023-06-30 | $1,142,054 | 13,373 | Shares | Defined | 2023-08-08 | |
| 2023-03-31 | $1,212,780 | 13,813 | Shares | Defined | 2023-05-08 | |
| 2022-12-31 | $1,262,036 | 14,844 | Shares | Defined | 2023-02-10 | |
| 2022-09-30 | $1,143,273 | 14,470 | Shares | Defined | 2022-11-07 | |
| 2022-06-30 | $1,163,945 | 15,303 | Shares | Defined | 2022-08-05 | |
| 2022-03-31 | $1,435,108 | 16,420 | Shares | Defined | 2022-08-04 | |
| 2021-12-31 | $1,851,886 | 18,866 | Shares | Defined | 2022-02-11 | |
| 2021-09-30 | $2,061,998 | 21,190 | Shares | Defined | 2021-11-10 | |
| 2021-06-30 | $1,992,790 | 21,734 | Shares | Defined | 2021-08-10 | |
| 2021-03-31 | $1,715,974 | 22,096 | Shares | Defined | 2021-05-12 | |
| 2020-12-31 | $1,594,761 | 23,271 | Shares | Defined | 2021-02-10 | |
| 2020-09-30 | $1,186,846 | 24,547 | Shares | Defined | 2020-11-10 | |
| 2020-06-30 | $1,202,524 | 24,897 | Shares | Defined | 2020-08-11 | |
| 2020-03-31 | $862,274 | 25,361 | Shares | Defined | 2020-05-04 | |
| No filing history on record for this holder in this stock. | ||||||