Position in MS
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$1,263,227
+$178,055 QoQ
Shares Held
6,043
-8.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#1,289
of 2,731 holders
Holding Since
Mar 2020
10 quarters on record
Voting authority
Sole 60%
Shared 0%
None 40%
Common Shares in MS Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026Atlantic Union Bankshares Corp holds $63,181,085 across 16 Capital Markets names. MS ranks #3 (2.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
44,935 | $45,445,909 | |
| 2 | SCHW |
Schwab Charles Corp
|
172,406 | $15,907,900 | |
| 3 | MS |
Morgan Stanley
This page
|
6,043 | $1,263,227 | |
| 4 | HOOD |
Robinhood Markets, Inc.
|
1,858 | $186,319 | |
| 5 | MC |
Moelis & Co
|
1,683 | $110,101 | |
| 6 | BGC |
BGC Group, Inc.
|
10,167 | $108,685 | |
| 7 | CLSK |
Cleanspark, Inc.
|
2,857 | $41,568 | |
| 8 | LPLA |
LPL Financial Holdings Inc.
|
138 | $38,871 |
All Filings in MS
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,263,227 | 6,043 | Shares | Defined | 2026-08-11 | |
| 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. | ||||||