Position in MS
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$8,441,035
+$809,925 QoQ
Shares Held
40,380
-12.9% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
#605
of 2,723 holders
Holding Since
Mar 2020
19 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, 2026SIT INVESTMENT ASSOCIATES INC holds $47,262,924 across 6 Capital Markets names. MS ranks #2 (17.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
31,440 | $31,797,472 | |
| 2 | MS |
Morgan Stanley
This page
|
40,380 | $8,441,035 | |
| 3 | SF |
Stifel Financial Corp
|
43,999 | $3,069,810 | |
| 4 | EVR |
Evercore Inc.
|
5,665 | $1,934,257 | |
| 5 | PIPR |
Piper Sandler Companies
|
20,050 | $1,450,417 | |
| 6 | CRCL |
Circle Internet Group, Inc.
|
9,100 | $569,933 |
All Filings in MS
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,441,035 | 40,380 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $7,631,110 | 46,370 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $3,782,276 | 21,305 | Shares | Sole | 2026-02-12 | |
| 2023-12-31 | $3,807,863 | 40,835 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $6,716,540 | 82,240 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $6,391,336 | 74,840 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $6,966,491 | 79,345 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $10,779,685 | 126,790 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $11,503,065 | 145,590 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $13,159,520 | 173,015 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $16,114,375 | 184,375 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $15,305,598 | 155,925 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $14,893,295 | 153,050 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $15,819,734 | 172,535 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $12,722,261 | 163,820 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $12,059,566 | 175,975 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $11,073,358 | 229,025 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $11,092,095 | 229,650 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $2,701,300 | 79,450 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||