Position in MS
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$1,214,731
+$308,609 QoQ
Shares Held
5,811
+5.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#1,298
of 2,723 holders
Holding Since
Mar 2020
21 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in MS Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026Forvis Mazars Wealth Advisors, LLC holds $5,019,796 across 3 Capital Markets names. MS ranks #2 (24.2% 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 | $1,214,731 | 5,811 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $906,122 | 5,506 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $908,598 | 5,118 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $775,247 | 4,877 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $708,666 | 5,031 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $595,950 | 5,108 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $642,303 | 5,109 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $532,249 | 5,106 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $483,325 | 4,973 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $481,910 | 5,118 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $342,787 | 3,676 | Shares | Sole | 2024-01-11 | |
| 2023-09-30 | $585,655 | 7,171 | Shares | Sole | 2023-10-26 | |
| 2023-06-30 | $667,657 | 7,818 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $515,210 | 5,868 | Shares | Sole | 2023-04-27 | |
| 2022-12-31 | $458,342 | 5,391 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $429,103 | 5,431 | Shares | Sole | 2022-10-14 | |
| 2022-06-30 | $413,081 | 5,431 | Shares | Sole | 2022-07-22 | |
| 2020-12-31 | $1,006,979 | 14,694 | Shares | Sole | 2021-01-22 | |
| 2020-09-30 | $594,028 | 12,286 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $573,031 | 11,864 | Shares | Sole | 2020-07-15 | |
| 2020-03-31 | $465,222 | 13,683 | Shares | Sole | 2020-04-10 | |
| No filing history on record for this holder in this stock. | ||||||