Position in MS
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$1,085,172
-$23,323 QoQ
Shares Held
6,594
+5.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
9 quarters on record
Voting authority
Sole 62.6933575978162.ToString("F0")%
Shared 0.ToString("F0")%
None 37.306642402183805.ToString("F0")%
Common Shares in MS Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Mar 31, 2026Atlantic Union Bankshares Corp holds $55,144,400 across 18 Capital Markets names. MS ranks #3 (2.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
44,899 | $37,984,103 | |
| 2 | SCHW |
Schwab Charles Corp
|
165,619 | $15,564,870 | |
| 3 | MS |
Morgan Stanley
This page
|
6,594 | $1,085,172 | |
| 4 | HOOD |
Robinhood Markets, Inc.
|
1,959 | $135,758 | |
| 5 | MC |
Moelis & Co
|
1,856 | $105,792 | |
| 6 | BGC |
BGC Group, Inc.
|
10,149 | $99,257 | |
| 7 | LPLA |
LPL Financial Holdings Inc.
|
189 | $56,856 | |
| 8 | CRCL |
Circle Internet Group, Inc.
|
402 | $38,354 |
All Filings in MS
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,085,172 | 6,594 | Shares | Defined | 2026-05-12 | |
| 2025-12-31 | $1,108,495 | 6,244 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $1,005,896 | 6,328 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $755,008 | 5,360 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $343,943 | 2,948 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $371,628 | 2,956 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $311,052 | 2,984 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $290,014 | 2,984 | Shares | Sole | 2024-07-24 | |
| 2020-03-31 | $1,030,778 | 30,317 | Shares | Sole | 2020-04-10 | |
| No filing history on record for this holder in this stock. | ||||||