Position in MS
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$1,334,511
+$273,364 QoQ
Shares Held
6,384
-1.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#1,266
of 2,736 holders
Holding Since
Mar 2021
22 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, 2026HBK Sorce Advisory LLC holds $8,550,088 across 6 Capital Markets names. MS ranks #3 (15.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
4,234 | $4,282,140 | |
| 2 | SCHW |
Schwab Charles Corp
|
23,120 | $2,133,282 | |
| 3 | MS |
Morgan Stanley
This page
|
6,384 | $1,334,511 | |
| 4 | IBKR |
Interactive Brokers Group, Inc.
|
6,806 | $592,394 | |
| 5 | LPLA |
LPL Financial Holdings Inc.
|
597 | $168,162 | |
| 6 | HIVE |
HIVE Digital Technologies Ltd.
|
10,879 | $39,599 |
All Filings in MS
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,334,511 | 6,384 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $1,061,147 | 6,448 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $1,091,631 | 6,149 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $854,727 | 5,377 | Shares | Sole | 2025-10-16 | |
| 2025-06-30 | $818,255 | 5,809 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $693,019 | 5,940 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $695,985 | 5,536 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $526,307 | 5,049 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $437,549 | 4,502 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $418,258 | 4,442 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $420,277 | 4,507 | Shares | Sole | 2024-01-25 | |
| 2023-09-30 | $384,910 | 4,713 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $427,341 | 5,004 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $483,602 | 5,508 | Shares | Sole | 2023-08-15 | |
| 2022-12-31 | $971,268 | 11,424 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $470,662 | 5,957 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $298,839 | 3,929 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $519,330 | 5,942 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $623,512 | 6,352 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $583,762 | 5,999 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $393,350 | 4,290 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $248,900 | 3,205 | Shares | Sole | 2021-05-14 | |
| No filing history on record for this holder in this stock. | ||||||