Position in MS
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$5,226,000
+$1,111,750 QoQ
Shares Held
25,000
0.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.53%
of 13F equity value
Holder Rank
#729
of 2,723 holders
Holding Since
Jun 2023
13 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in MS Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026FRANKLIN STREET ADVISORS INC /NC holds $6,426,432 across 2 Capital Markets names. MS ranks #1 (81.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
This page
|
25,000 | $5,226,000 | |
| 2 | SCHW |
Schwab Charles Corp
|
13,010 | $1,200,432 |
All Filings in MS
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,226,000 | 25,000 | Shares | Defined | 2026-07-09 | |
| 2026-03-31 | $4,114,250 | 25,000 | Shares | Defined | 2026-04-10 | |
| 2025-12-31 | $4,449,079 | 25,061 | Shares | Defined | 2026-01-21 | |
| 2025-09-30 | $3,974,000 | 25,000 | Shares | Defined | 2025-10-09 | |
| 2025-06-30 | $3,521,500 | 25,000 | Shares | Defined | 2025-07-21 | |
| 2025-03-31 | $2,916,750 | 25,000 | Shares | Defined | 2025-04-15 | |
| 2024-12-31 | $3,143,000 | 25,000 | Shares | Defined | 2025-01-10 | |
| 2024-09-30 | $2,606,000 | 25,000 | Shares | Defined | 2024-10-09 | |
| 2024-06-30 | $2,429,847 | 25,001 | Shares | Defined | 2024-07-18 | |
| 2024-03-31 | $2,354,000 | 25,000 | Shares | Defined | 2024-04-15 | |
| 2023-12-31 | $2,331,250 | 25,000 | Shares | Defined | 2024-01-18 | |
| 2023-09-30 | $2,041,750 | 25,000 | Shares | Defined | 2023-10-10 | |
| 2023-06-30 | $2,135,000 | 25,000 | Shares | Defined | 2023-07-13 | |
| No filing history on record for this holder in this stock. | ||||||