BRIGHTON JONES LLC

Position in MS — Morgan Stanley

CIK 1360798 SEATTLE, WA

Position in MS

as of Jun 30, 2026 · filed Aug 11, 2026 Compact

Position Value

$3,379,758

+$990,696 QoQ

Shares Held

16,168

+11.4% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.09%

of 13F equity value

Holder Rank

#874

of 2,723 holders

Holding Since

Jun 2020

24 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

BRIGHTON JONES LLC holds $23,452,491 across 17 Capital Markets names. MS ranks #3 (14.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GS	Goldman Sachs Group Inc	6,291	$6,362,528
2	SCHW	Schwab Charles Corp	41,755	$3,852,733
3	MS	Morgan Stanley This page	16,168	$3,379,758
4	EVR	Evercore Inc.	5,630	$1,922,307
5	CRCL	Circle Internet Group, Inc.	28,830	$1,805,622
6	JEF	Jefferies Financial Group Inc.	34,653	$1,731,956
7	HOOD	Robinhood Markets, Inc.	9,685	$971,211
8	TW	Tradeweb Markets Inc.	7,502	$747,649

24 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,379,758	16,168	+11.4%	Shares	Sole	2026-08-11
2026-03-31	$2,389,062	14,517	+14.2%	Shares	Sole	2026-08-07
2025-09-30	$2,020,540	12,711	+4.5%	Shares	Sole	2025-10-14
2025-06-30	$1,713,421	12,164	-9.1%	Shares	Sole	2025-07-31
2025-03-31	$1,561,277	13,382	+4.7%	Shares	Sole	2025-04-17
2024-12-31	$1,606,953	12,782	+10.2%	Shares	Sole	2025-03-04
2024-09-30	$1,208,871	11,597	+1.9%	Shares	Sole	2025-03-04
2024-06-30	$1,106,119	11,381	-2.3%	Shares	Sole	2025-03-04
2024-03-31	$1,096,681	11,647	+13.6%	Shares	Sole	2024-05-09
2023-12-31	$956,465	10,257	-2.0%	Shares	Sole	2024-02-05
2023-09-30	$854,758	10,466	+13.9%	Shares	Sole	2023-10-26
2023-06-30	$784,911	9,191	+2.5%	Shares	Sole	2023-07-31
2023-03-31	$787,478	8,969	-8.4%	Shares	Sole	2023-05-08
2022-12-31	$832,345	9,790	-13.3%	Shares	Sole	2023-02-03
2022-09-30	$892,338	11,294	+8.4%	Shares	Sole	2022-11-09
2022-06-30	$792,697	10,422	-1.0%	Shares	Sole	2022-08-04
2022-03-31	$920,322	10,530	+11.3%	Shares	Sole	2022-05-13
2021-12-31	$928,789	9,462	+18.8%	Shares	Sole	2022-02-03
2021-09-30	$775,171	7,966	-17.2%	Shares	Sole	2021-11-04
2021-06-30	$881,691	9,616	+6.4%	Shares	Sole	2021-08-10
2021-03-31	$701,580	9,034	-1.6%	Shares	Sole	2021-05-07
2020-12-31	$629,242	9,182	+25.3%	Shares	Sole	2021-02-10
2020-09-30	$354,260	7,327	+35.6%	Shares	Sole	2020-11-12
2020-06-30	$260,916	5,402	—	Shares	Sole	2020-08-11
No filing history on record for this holder in this stock.