Valmark Advisers, Inc.

Position in MS — Morgan Stanley

CIK 1380443 AKRON, OH

Position in MS

as of Jun 30, 2026 · filed Aug 6, 2026 Compact

Position Value

$959,493

+$276,528 QoQ

Shares Held

4,590

+10.6% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.05%

of 13F equity value

Holder Rank

#1,431

of 2,723 holders

Holding Since

Jun 2021

20 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Valmark Advisers, Inc. holds $1,886,802 across 3 Capital Markets names. MS ranks #1 (50.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MS	Morgan Stanley This page	4,590	$959,493
2	GS	Goldman Sachs Group Inc	616	$623,003
3	SCHW	Schwab Charles Corp	3,298	$304,306

20 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$959,493	4,590	+10.6%	Shares	Sole	2026-08-06
2026-03-31	$682,965	4,150	+8.8%	Shares	Sole	2026-05-01
2025-12-31	$677,276	3,815	+0.4%	Shares	Sole	2026-01-26
2025-09-30	$603,889	3,799	+1.9%	Shares	Sole	2025-10-24
2025-06-30	$525,126	3,728	-9.6%	Shares	Sole	2025-07-23
2025-03-31	$481,147	4,124	+5.0%	Shares	Sole	2025-04-23
2024-12-31	$493,702	3,927	+42.5%	Shares	Sole	2025-01-30
2024-09-30	$287,285	2,756	-2.4%	Shares	Sole	2024-10-25
2024-06-30	$274,464	2,824	-2.0%	Shares	Sole	2024-08-01
2024-03-31	$271,274	2,881	0.0%	Shares	Sole	2024-05-06
2023-12-31	$268,653	2,881	-0.9%	Shares	Sole	2024-02-02
2023-09-30	$237,333	2,906	-1.5%	Shares	Sole	2023-11-08
2023-06-30	$251,844	2,949	+2.1%	Shares	Sole	2023-08-03
2023-03-31	$253,478	2,887	-2.2%	Shares	Sole	2023-05-02
2022-12-31	$251,064	2,953	+1.5%	Shares	Sole	2023-02-07
2022-09-30	$229,761	2,908	-0.2%	Shares	Sole	2022-11-03
2022-06-30	$221,638	2,914	-35.6%	Shares	Sole	2022-08-01
2022-03-31	$395,397	4,524	+49.6%	Shares	Sole	2022-05-10
2021-09-30	$294,265	3,024	+2.3%	Shares	Sole	2021-11-09
2021-06-30	$271,127	2,957	—	Shares	Sole	2021-08-06
No filing history on record for this holder in this stock.