AFFINITY INVESTMENT ADVISORS, LLC

Position in MS — Morgan Stanley

CIK 1520601 NEWPORT BEACH, CA

Position in MS

as of Jun 30, 2026 · filed Aug 5, 2026 Compact

Position Value

$1,867,772

+$270,456 QoQ

Shares Held

8,935

-7.9% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.96%

of 13F equity value

Holder Rank

#1,105

of 2,723 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 60% Shared 0% None 40%

Financial Services · as of Jun 30, 2026

AFFINITY INVESTMENT ADVISORS, LLC holds $4,463,459 across 3 Capital Markets names. MS ranks #1 (41.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MS	Morgan Stanley This page	8,935	$1,867,772
2	GS	Goldman Sachs Group Inc	1,834	$1,854,852
3	SCHW	Schwab Charles Corp	8,029	$740,835

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,867,772	8,935	-7.9%	Shares	Sole	2026-08-05
2026-03-31	$1,597,316	9,706	+0.1%	Shares	Sole	2026-05-14
2025-12-31	$1,720,975	9,694	+60.4%	Shares	Sole	2026-02-12
2025-09-30	$960,754	6,044	-3.7%	Shares	Sole	2025-11-10
2025-06-30	$884,319	6,278	-6.8%	Shares	Sole	2025-08-14
2025-03-31	$786,122	6,738	-0.4%	Shares	Sole	2025-05-13
2024-12-31	$850,118	6,762	0.0%	Shares	Sole	2025-02-11
2024-09-30	$704,870	6,762	+0.4%	Shares	Sole	2024-10-28
2024-06-30	$654,283	6,732	-0.1%	Shares	Sole	2024-08-13
2024-03-31	$634,732	6,741	-0.6%	Shares	Sole	2024-05-03
2023-12-31	$632,328	6,781	-11.7%	Shares	Sole	2024-02-09
2023-09-30	$627,388	7,682	-3.0%	Shares	Sole	2023-10-26
2023-06-30	$676,538	7,922	-34.9%	Shares	Sole	2023-08-10
2023-03-31	$1,068,613	12,171	-3.8%	Shares	Sole	2023-05-05
2022-12-31	$1,075,758	12,653	0.0%	Shares	Sole	2023-02-08
2022-09-30	$999,713	12,653	-63.3%	Shares	Sole	2022-11-08
2022-06-30	$2,625,286	34,516	+2.3%	Shares	Sole	2022-07-27
2022-03-31	$2,949,138	33,743	-5.1%	Shares	Sole	2022-05-05
2021-12-31	$3,489,588	35,550	-1.7%	Shares	Sole	2022-02-04
2021-09-30	$3,519,021	36,163	-1.7%	Shares	Sole	2021-11-08
2021-06-30	$3,371,899	36,775	-38.4%	Shares	Sole	2021-08-09
2021-03-31	$4,633,040	59,658	-7.5%	Shares	Sole	2021-05-13
2020-12-31	$4,418,334	64,473	+1.2%	Shares	Sole	2021-02-12
2020-09-30	$3,081,780	63,739	+4.4%	Shares	Sole	2020-11-13
2020-06-30	$2,949,004	61,056	-24.0%	Shares	Sole	2020-08-13
2020-03-31	$2,731,084	80,326	—	Shares	Sole	2020-05-15
No filing history on record for this holder in this stock.