Position in MS
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$476,820
+$402,599 QoQ
Shares Held
2,281
+405.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#1,817
of 2,716 holders
Holding Since
Mar 2020
22 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in MS Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026IMA Advisory Services, Inc. holds $1,451,677 across 11 Capital Markets names. MS ranks #1 (32.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
This page
|
2,281 | $476,820 | |
| 2 | HOOD |
Robinhood Markets, Inc.
|
3,287 | $329,620 | |
| 3 | SCHW |
Schwab Charles Corp
|
3,313 | $305,690 | |
| 4 | GS |
Goldman Sachs Group Inc
|
246 | $248,797 | |
| 5 | IBKR |
Interactive Brokers Group, Inc.
|
490 | $42,649 | |
| 6 | BMNR |
Bitmine Immersion Technologies, Inc.
|
2,800 | $37,268 | |
| 7 | VIRT |
Virtu Financial, Inc.
|
82 | $4,884 | |
| 8 | SF |
Stifel Financial Corp
|
58 | $4,046 |
All Filings in MS
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $476,820 | 2,281 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $74,221 | 451 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $80,243 | 452 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $63,266 | 398 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $56,062 | 398 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $45,267 | 388 | Shares | Sole | 2025-05-06 | |
| 2024-09-30 | $47,741 | 458 | Shares | Sole | 2024-11-14 | |
| 2023-09-30 | $147,332 | 1,804 | Shares | Sole | 2023-11-28 | |
| 2023-06-30 | $154,061 | 1,804 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $161,727 | 1,842 | Shares | Sole | 2023-05-16 | |
| 2022-12-31 | $188,999 | 2,223 | Shares | Sole | 2023-02-16 | |
| 2022-09-30 | $175,797 | 2,225 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $149,533 | 1,966 | Shares | Sole | 2022-08-18 | |
| 2022-03-31 | $186,074 | 2,129 | Shares | Sole | 2022-06-13 | |
| 2021-12-31 | $208,982 | 2,129 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $231,792 | 2,382 | Shares | Sole | 2021-11-03 | |
| 2021-06-30 | $877,198 | 9,567 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $697,542 | 8,982 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $3,226,803 | 47,086 | Shares | Sole | 2021-02-08 | |
| 2020-09-30 | $2,073,441 | 42,884 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $2,073,132 | 42,922 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $1,431,808 | 42,112 | Shares | Sole | 2020-04-14 | |
| No filing history on record for this holder in this stock. | ||||||