Southeast Asset Advisors, LLC

Position in MS — Morgan Stanley

CIK 1390003 Thomasville, GA

Position in MS

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$603,289

+$128,340 QoQ

Shares Held

2,886

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.07%

of 13F equity value

Holder Rank

#1,687

of 2,723 holders

Holding Since

Mar 2026

2 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Southeast Asset Advisors, LLC holds $9,438,522 across 4 Capital Markets names. MS ranks #2 (6.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SCHW	Schwab Charles Corp	90,283	$8,330,412
2	MS	Morgan Stanley This page	2,886	$603,289
3	GS	Goldman Sachs Group Inc	279	$282,172
4	CRCL	Circle Internet Group, Inc.	3,555	$222,649

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$603,289	2,886	0.0%	Shares	Sole	2026-08-14
2026-03-31	$474,949	2,886	—	Shares	Sole	2026-05-13
No filing history on record for this holder in this stock.