Position in TMS
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$738
-$281 QoQ
Shares Held
71
-28.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2025
4 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 Mar 31, 2026MORGAN STANLEY holds $297,118,167 across 7 Financial Conglomerates names. TMS ranks #7 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IX |
Orix Corp
|
5,007,215 | $150,166,372 | |
| 2 | VOYA |
Voya Financial, Inc.
|
1,618,234 | $110,557,739 | |
| 3 | FRHC |
Freedom Holding Corp.
|
117,615 | $17,040,058 | |
| 4 | HTH |
Hilltop Holdings Inc.
|
407,345 | $14,591,092 | |
| 5 | TREE |
LendingTree, Inc.
|
105,011 | $4,502,867 | |
| 6 | RILY |
BRC Group Holdings, Inc.
|
35,424 | $259,301 | |
| 7 | TMS |
Teamshares Inc
This page
|
71 | $738 |
All Filings in TMS
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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 | 2025-08-15 | |
| No filing history on record for this holder in this stock. | ||||||