PRINCIPAL SECURITIES, INC.

Broker-Dealer

Position in MS — Morgan Stanley

CIK 12600 DES MOINES, IA

Position in MS

as of Jun 30, 2026 · filed Aug 4, 2026 Compact

Position Value

$9,218,036

+$1,490,817 QoQ

Shares Held

44,097

-6.1% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.32%

of 13F equity value

Holder Rank

#580

of 2,716 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

PRINCIPAL SECURITIES, INC. holds $36,932,732 across 11 Capital Markets names. MS ranks #3 (25.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SCHW	Schwab Charles Corp	135,377	$12,491,235
2	GS	Goldman Sachs Group Inc	9,803	$9,914,460
3	MS	Morgan Stanley This page	44,097	$9,218,036
4	HOOD	Robinhood Markets, Inc.	10,892	$1,092,249
5	VIRT	Virtu Financial, Inc.	13,437	$800,442
6	LPLA	LPL Financial Holdings Inc.	2,594	$730,677
7	IBKR	Interactive Brokers Group, Inc.	7,848	$683,089
8	XP	XP Inc.	35,412	$575,799

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$9,218,036	44,097	-6.1%	Shares	Sole	2026-08-04
2026-03-31	$7,727,219	46,954	+5.4%	Shares	Sole	2026-05-13
2025-12-31	$7,908,961	44,550	+13.1%	Shares	Sole	2026-02-12
2025-09-30	$6,259,050	39,375	+1.5%	Shares	Sole	2025-11-12
2025-06-30	$5,465,368	38,800	+47.4%	Shares	Sole	2025-08-11
2025-03-31	$3,071,687	26,328	0.0%	Shares	Sole	2025-04-30
2024-12-31	$3,309,956	26,328	+18.6%	Shares	Sole	2025-01-30
2024-09-30	$2,313,294	22,192	+25.5%	Shares	Sole	2024-10-28
2024-06-30	$1,718,610	17,683	+20.5%	Shares	Sole	2024-07-31
2024-03-31	$1,381,515	14,672	+3.0%	Shares	Sole	2024-05-10
2023-12-31	$1,327,973	14,241	—	Shares	Sole	2024-05-10
No filing history on record for this holder in this stock.