Position in MS
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$16,834,852
-$19,971,732 QoQ
Shares Held
102,296
-50.7% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 12.179361851880817.ToString("F0")%
Shared 0.ToString("F0")%
None 87.82063814811917.ToString("F0")%
Common Shares in MS Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Mar 31, 2026PANAGORA ASSET MANAGEMENT INC holds $199,985,825 across 13 Capital Markets names. MS ranks #5 (8.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SCHW |
Schwab Charles Corp
|
640,218 | $60,167,687 | |
| 2 | IBKR |
Interactive Brokers Group, Inc.
|
741,281 | $49,717,716 | |
| 3 | SF |
Stifel Financial Corp
|
334,997 | $24,762,978 | |
| 4 | GS |
Goldman Sachs Group Inc
|
20,286 | $17,161,753 | |
| 5 | MS |
Morgan Stanley
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|
102,296 | $16,834,852 | |
| 6 | BGC |
BGC Group, Inc.
|
1,334,386 | $13,050,295 | |
| 7 | EVR |
Evercore Inc.
|
41,268 | $12,318,910 | |
| 8 | ETOR |
eToro Group Ltd.
|
93,895 | $2,819,666 |
All Filings in MS
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $16,834,852 | 102,296 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $36,806,584 | 207,326 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $19,447,007 | 122,339 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $18,052,054 | 128,156 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $15,195,567 | 130,244 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $1,597,524 | 12,707 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $1,324,786 | 12,709 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $1,235,965 | 12,717 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $1,198,562 | 12,729 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $1,186,979 | 12,729 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $1,039,577 | 12,729 | Shares | Sole | 2023-10-31 | |
| 2023-06-30 | $1,085,946 | 12,716 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $9,401,097 | 107,074 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $20,326,156 | 239,075 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $18,846,966 | 238,539 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $57,321,630 | 753,637 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $77,937,464 | 891,733 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $88,886,235 | 905,524 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $96,273,551 | 989,349 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $73,488,709 | 801,491 | Shares | Sole | 2021-08-11 | |
| 2021-03-31 | $103,937,891 | 1,338,371 | Shares | Sole | 2021-05-12 | |
| 2020-12-31 | $107,557,012 | 1,569,488 | Shares | Sole | 2021-02-10 | |
| 2020-09-30 | $87,359,795 | 1,806,821 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $88,293,607 | 1,828,025 | Shares | Sole | 2020-08-12 | |
| 2020-03-31 | $65,820,838 | 1,935,907 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||