DELPHI MANAGEMENT INC /MA/

Position in MS — Morgan Stanley

CIK 767684 BROOKLINE, MA

Position in MS

as of Jun 30, 2026 · filed Jul 31, 2026 Compact

Position Value

$1,451,155

+$309,533 QoQ

Shares Held

6,942

+0.1% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

1.48%

of 13F equity value

Holder Rank

#1,225

of 2,723 holders

Holding Since

Mar 2021

18 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

DELPHI MANAGEMENT INC /MA/ holds $4,090,468 across 3 Capital Markets names. MS ranks #1 (35.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MS	Morgan Stanley This page	6,942	$1,451,155
2	GS	Goldman Sachs Group Inc	1,351	$1,366,360
3	SF	Stifel Financial Corp	18,245	$1,272,953

18 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,451,155	6,942	+0.1%	Shares	Sole	2026-07-31
2026-03-31	$1,141,622	6,937	-22.8%	Shares	Sole	2026-04-20
2025-12-31	$1,594,219	8,980	-9.8%	Shares	Sole	2026-01-21
2025-09-30	$1,583,400	9,961	-12.0%	Shares	Sole	2025-10-15
2025-06-30	$1,594,676	11,321	-2.7%	Shares	Sole	2025-07-07
2025-03-31	$1,356,988	11,631	-3.7%	Shares	Sole	2025-04-08
2024-12-31	$1,518,571	12,079	-18.2%	Shares	Sole	2025-02-10
2024-09-30	$1,538,790	14,762	-18.3%	Shares	Sole	2025-02-10
2024-06-30	$1,756,806	18,076	-0.1%	Shares	Sole	2024-08-26
2024-03-31	$1,704,578	18,103	+8.2%	Shares	Sole	2024-05-21
2023-12-31	$1,559,886	16,728	+14.7%	Shares	Sole	2024-05-20
2023-09-30	$1,191,320	14,587	+0.6%	Shares	Sole	2024-01-25
2023-06-30	$1,238,897	14,507	-3.8%	Shares	Sole	2023-08-28
2022-12-31	$1,282,016	15,079	+0.9%	Shares	Sole	2023-07-11
2021-12-31	$1,467,197	14,947	+6.6%	Shares	Sole	2022-02-15
2021-09-30	$1,364,188	14,019	-9.9%	Shares	Sole	2021-11-15
2021-06-30	$1,426,788	15,561	-7.2%	Shares	Sole	2021-08-16
2021-03-31	$1,302,513	16,772	—	Shares	Sole	2021-05-14
No filing history on record for this holder in this stock.