Position in MS
as of Jun 30, 2026
· filed Aug 17, 2026
Position Value
$1,181,076
+$217,190 QoQ
Shares Held
5,650
-3.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.20%
of 13F equity value
Holder Rank
#1,305
of 2,723 holders
Holding Since
Dec 2022
15 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, 2026Transamerica Financial Advisors, LLC holds $18,713,770 across 30 Capital Markets names. MS ranks #3 (6.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IBKR |
Interactive Brokers Group, Inc.
|
119,280 | $10,382,131 | |
| 2 | GS |
Goldman Sachs Group Inc
|
6,060 | $6,128,902 | |
| 3 | MS |
Morgan Stanley
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|
5,650 | $1,181,076 | |
| 4 | SNEX |
StoneX Group Inc.
|
3,279 | $259,041 | |
| 5 | SCHW |
Schwab Charles Corp
|
2,606 | $240,455 | |
| 6 | VIRT |
Virtu Financial, Inc.
|
2,878 | $171,442 | |
| 7 | HOOD |
Robinhood Markets, Inc.
|
1,349 | $135,277 | |
| 8 | LPLA |
LPL Financial Holdings Inc.
|
283 | $79,715 |
All Filings in MS
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,181,076 | 5,650 | Shares | Sole | 2026-08-17 | |
| 2026-03-31 | $963,886 | 5,857 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,075,476 | 6,058 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $836,924 | 5,265 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $745,571 | 5,293 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $645,301 | 5,531 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $677,002 | 5,385 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $700,909 | 6,724 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $702,100 | 7,224 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $680,211 | 7,224 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $685,667 | 7,353 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $961,909 | 11,778 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $1,076,040 | 12,600 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $1,086,437 | 12,374 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $1,021,685 | 12,017 | Shares | Sole | 2023-02-14 | |
| No filing history on record for this holder in this stock. | ||||||