Position in MS
as of Mar 31, 2026
· filed Apr 20, 2026
Position Value
$269,236
-$2,917 QoQ
Shares Held
1,636
+6.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2021
18 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 Mar 31, 2026BROWN, LISLE/CUMMINGS, INC. holds $2,355,567 across 9 Capital Markets names. MS ranks #2 (11.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SCHW |
Schwab Charles Corp
|
19,629 | $1,844,733 | |
| 2 | MS |
Morgan Stanley
This page
|
1,636 | $269,236 | |
| 3 | GS |
Goldman Sachs Group Inc
|
257 | $217,419 | |
| 4 | IBKR |
Interactive Brokers Group, Inc.
|
215 | $14,420 | |
| 5 | LPLA |
LPL Financial Holdings Inc.
|
14 | $4,211 | |
| 6 | MRX |
Marex Group Ltd
|
56 | $2,496 | |
| 7 | VIRT |
Virtu Financial, Inc.
|
33 | $1,451 | |
| 8 | SF |
Stifel Financial Corp
|
16 | $1,182 |
All Filings in MS
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $269,236 | 1,636 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $272,153 | 1,533 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $243,685 | 1,533 | Shares | Sole | 2025-10-10 | |
| 2025-06-30 | $215,938 | 1,533 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $178,855 | 1,533 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $188,957 | 1,503 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $101,634 | 975 | Shares | Sole | 2024-10-18 | |
| 2024-06-30 | $94,760 | 975 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $91,806 | 975 | Shares | Sole | 2024-07-01 | |
| 2023-12-31 | $90,918 | 975 | Shares | Sole | 2024-07-01 | |
| 2023-09-30 | $79,628 | 975 | Shares | Sole | 2024-07-01 | |
| 2023-06-30 | $83,265 | 975 | Shares | Sole | 2024-07-01 | |
| 2023-03-31 | $85,605 | 975 | Shares | Sole | 2024-07-01 | |
| 2022-12-31 | $78,643 | 925 | Shares | Sole | 2024-07-01 | |
| 2022-09-30 | $73,084 | 925 | Shares | Sole | 2024-07-01 | |
| 2022-06-30 | $70,355 | 925 | Shares | Sole | 2024-07-01 | |
| 2022-03-31 | $80,845 | 925 | Shares | Sole | 2024-07-01 | |
| 2021-12-31 | $90,798 | 925 | Shares | Sole | 2024-07-01 | |
| No filing history on record for this holder in this stock. | ||||||