Position in TMS
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$402
-$336 QoQ
Shares Held
49
-31.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#18
of 18 holders
Holding Since
Jun 2025
5 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in TMS Over Time
Shares Held
Position Value (USD)
Position in Financial Conglomerates
Financial Services · as of Jun 30, 2026MORGAN STANLEY holds $429,324,931 across 6 Financial Conglomerates names. TMS ranks #6 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VOYA |
Voya Financial, Inc.
|
2,327,021 | $210,665,201 | |
| 2 | IX |
Orix Corp
|
4,998,666 | $190,149,250 | |
| 3 | FRHC |
Freedom Holding Corp.
|
109,215 | $14,249,278 | |
| 4 | HTH |
Hilltop Holdings Inc.
|
363,434 | $14,093,965 | |
| 5 | RILY |
BRC Group Holdings, Inc.
|
20,751 | $166,835 | |
| 6 | TMS |
Teamshares Inc
This page
|
49 | $402 |
All Filings in TMS
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $402 | 49 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $738 | 71 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $1,019 | 99 | Shares | Defined | 2026-05-27 | |
| 2025-09-30 | $856 | 84 | Shares | Defined | 2026-05-27 | |
| 2025-06-30 | $738 | 69 | Shares | Defined | 2025-08-14 | |
| No filing history on record for this holder in this stock. | ||||||