BENJAMIN EDWARDS INC

Position in MS — Morgan Stanley

CIK 1451623 Clayton, MO

Position in MS

as of Jun 30, 2026 · filed Jul 24, 2026 Compact

Position Value

$6,619,669

+$1,681,418 QoQ

Shares Held

31,667

+5.5% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.11%

of 13F equity value

Holder Rank

#664

of 2,723 holders

Holding Since

Jun 2020

25 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

BENJAMIN EDWARDS INC holds $35,754,075 across 11 Capital Markets names. MS ranks #3 (18.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GS	Goldman Sachs Group Inc	10,883	$11,006,739
2	SF	Stifel Financial Corp	124,288	$8,671,573
3	MS	Morgan Stanley This page	31,667	$6,619,669
4	HOOD	Robinhood Markets, Inc.	39,104	$3,921,348
5	SCHW	Schwab Charles Corp	15,162	$1,398,997
6	IBKR	Interactive Brokers Group, Inc.	15,788	$1,374,186
7	PIPR	Piper Sandler Companies	14,263	$1,031,785
8	CRCL	Circle Internet Group, Inc.	15,946	$998,697

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$6,619,669	31,667	+5.5%	Shares	Defined	2026-07-24
2026-03-31	$4,938,251	30,007	+6.3%	Shares	Defined	2026-05-12
2025-12-31	$5,009,896	28,220	+6.0%	Shares	Defined	2026-02-02
2025-09-30	$4,230,720	26,615	+1.9%	Shares	Defined	2025-10-23
2025-06-30	$3,677,853	26,110	+2.9%	Shares	Defined	2025-08-14
2025-03-31	$2,961,083	25,380	-1.1%	Shares	Defined	2025-05-12
2024-12-31	$3,225,722	25,658	+12.2%	Shares	Defined	2025-02-14
2024-09-30	$2,384,177	22,872	+3067.9%	Shares	Defined	2024-11-14
2024-06-30	$70,171	722	-87.9%	Shares	Defined	2024-08-12
2024-03-31	$561,664	5,965	-1.0%	Shares	Defined	2024-04-29
2023-12-31	$561,738	6,024	+3.5%	Shares	Defined	2024-02-06
2023-09-30	$475,319	5,820	+857.2%	Shares	Defined	2023-11-13
2023-06-30	$51,923	608	+1.3%	Shares	Defined	2023-08-15
2023-03-31	$52,680	600	0.0%	Shares	Defined	2023-04-27
2022-12-31	$51,012	600	0.0%	Shares	Defined	2023-02-07
2022-09-30	$47,406	600	0.0%	Shares	Defined	2022-10-28
2022-06-30	$45,636	600	-71.6%	Shares	Defined	2022-08-12
2022-03-31	$184,763	2,114	-0.1%	Shares	Defined	2022-05-04
2021-12-31	$207,804	2,117	+6.3%	Shares	Defined	2022-02-07
2021-09-30	$193,744	1,991	+231.8%	Shares	Defined	2021-11-02
2021-06-30	$55,014	600	0.0%	Shares	Defined	2021-08-11
2021-03-31	$46,596	600	0.0%	Shares	Defined	2021-05-14
2020-12-31	$41,118	600	0.0%	Shares	Defined	2021-02-16
2020-09-30	$29,010	600	0.0%	Shares	Defined	2020-11-16
2020-06-30	$28,980	600	—	Shares	Defined	2020-08-14
No filing history on record for this holder in this stock.