Position in MS
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$1,360,640
+$374,538 QoQ
Shares Held
6,509
+8.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#1,253
of 2,723 holders
Holding Since
Jun 2021
21 quarters on record
Voting authority
Sole 99%
Shared 0%
None 1%
Common Shares in MS Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026FIRST FOUNDATION ADVISORS holds $21,326,730 across 3 Capital Markets names. MS ranks #3 (6.4% of the industry book) .
All Filings in MS
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21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,360,640 | 6,509 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $986,102 | 5,992 | Shares | Defined | 2026-05-04 | |
| 2025-12-31 | $1,045,828 | 5,891 | Shares | Defined | 2026-02-04 | |
| 2025-09-30 | $959,164 | 6,034 | Shares | Sole | 2025-11-17 | |
| 2025-06-30 | $674,155 | 4,786 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $645,884 | 5,536 | Shares | Defined | 2025-05-08 | |
| 2024-12-31 | $692,968 | 5,512 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $702,368 | 6,738 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $594,511 | 6,117 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $614,016 | 6,521 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $624,961 | 6,702 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $824,458 | 10,095 | Shares | Defined | 2023-11-15 | |
| 2023-06-30 | $751,092 | 8,795 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $735,148 | 8,373 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $497,281 | 5,849 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $423,572 | 5,361 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $299,448 | 3,937 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $375,994 | 4,302 | Shares | Sole | 2022-05-05 | |
| 2021-12-31 | $338,259 | 3,446 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $259,136 | 2,663 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $238,760 | 2,604 | Shares | Sole | 2021-08-13 | |
| No filing history on record for this holder in this stock. | ||||||