Position in MS
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$1,531,427
+$301,431 QoQ
Shares Held
7,326
-2.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.19%
of 13F equity value
Holder Rank
#1,204
of 2,723 holders
Holding Since
Dec 2020
14 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, 2026Financial Engines Advisors L.L.C. holds $3,558,212 across 2 Capital Markets names. MS ranks #2 (43.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
2,004 | $2,026,785 | |
| 2 | MS |
Morgan Stanley
This page
|
7,326 | $1,531,427 |
All Filings in MS
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,531,427 | 7,326 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $1,229,996 | 7,474 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $2,492,876 | 14,042 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $1,750,785 | 11,014 | Shares | Sole | 2025-11-17 | |
| 2025-06-30 | $1,510,300 | 10,722 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $1,236,001 | 10,594 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $1,323,957 | 10,531 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $691,945 | 6,638 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $649,229 | 6,680 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $658,555 | 6,994 | Shares | Sole | 2024-05-13 | |
| 2021-09-30 | $327,642 | 3,367 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $293,683 | 3,203 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $275,537 | 3,548 | Shares | Sole | 2021-05-12 | |
| 2020-12-31 | $230,809 | 3,368 | Shares | Sole | 2021-02-11 | |
| No filing history on record for this holder in this stock. | ||||||