Position in STEX
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$24,288
-$68,077 QoQ
Shares Held
21,495
-29.5% QoQ
Ownership
0.021%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2024
7 quarters on record
Voting authority
Sole 78%
Shared 0%
None 22%
Common Shares in STEX Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Mar 31, 2026MORGAN STANLEY holds $13,683,169,113 across 77 Capital Markets names. STEX ranks #57 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
6,816,599 | $5,766,774,576 | |
| 2 | SCHW |
Schwab Charles Corp
|
22,033,942 | $2,070,749,858 | |
| 3 | MS |
Morgan Stanley
|
6,127,396 | $1,008,385,555 | |
| 4 | HOOD |
Robinhood Markets, Inc.
|
11,420,694 | $791,454,086 | |
| 5 | CRCL |
Circle Internet Group, Inc.
|
4,981,737 | $475,307,519 | |
| 6 | LPLA |
LPL Financial Holdings Inc.
|
1,283,665 | $386,164,935 | |
| 7 | IBKR |
Interactive Brokers Group, Inc.
|
4,765,572 | $319,626,906 | |
| 8 | EVR |
Evercore Inc.
|
917,801 | $273,972,767 |
All Filings in STEX
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $24,288 | 21,495 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $92,365 | 30,484 | Shares | Defined | 2026-05-27 | |
| 2025-09-30 | $25,481 | 4,424 | Shares | Defined | 2026-05-27 | |
| 2025-06-30 | $27,631 | 3,870 | Shares | Defined | 2025-08-15 | |
| 2025-03-31 | $2,799 | 4,660 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $6,942 | 4,660 | Shares | Defined | 2025-05-15 | |
| 2024-03-31 | $2,102 | 3,182 | Shares | Defined | 2024-10-17 | |
| No filing history on record for this holder in this stock. | ||||||