Position in MS
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$3,791,149
+$25,952 QoQ
Shares Held
18,136
-20.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#832
of 2,723 holders
Holding Since
Sep 2020
23 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, 2026Prospera Financial Services Inc holds $30,907,541 across 13 Capital Markets names. MS ranks #3 (12.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
14,773 | $14,940,969 | |
| 2 | SCHW |
Schwab Charles Corp
|
51,294 | $4,732,897 | |
| 3 | MS |
Morgan Stanley
This page
|
18,136 | $3,791,149 | |
| 4 | HOOD |
Robinhood Markets, Inc.
|
25,249 | $2,531,969 | |
| 5 | FIGR |
Figure Technology Solutions, Inc.
|
34,662 | $1,064,470 | |
| 6 | IREN |
IREN Ltd
|
18,343 | $838,825 | |
| 7 | LPLA |
LPL Financial Holdings Inc.
|
2,939 | $827,857 | |
| 8 | CRCL |
Circle Internet Group, Inc.
|
8,589 | $537,929 |
All Filings in MS
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,791,149 | 18,136 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $3,765,197 | 22,879 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $2,797,695 | 15,759 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $2,315,411 | 14,566 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $3,533,754 | 25,087 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $1,735,232 | 14,873 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $1,412,212 | 11,233 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $2,182,577 | 20,938 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $2,017,178 | 20,755 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $1,943,085 | 20,636 | Shares | Sole | 2024-08-13 | |
| 2023-12-31 | $1,900,155 | 20,377 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $1,677,256 | 20,537 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $1,542,580 | 18,063 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $1,509,896 | 17,197 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $7,266,319 | 85,466 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $6,740,264 | 85,309 | Shares | Sole | 2022-10-27 | |
| 2022-06-30 | $6,463,806 | 84,983 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $7,461,949 | 85,377 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $8,799,062 | 89,640 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $8,571,745 | 88,087 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $9,023,671 | 98,415 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $743,439 | 9,573 | Shares | Sole | 2021-05-06 | |
| 2020-09-30 | $94,185 | 1,948 | Shares | Sole | 2020-11-04 | |
| No filing history on record for this holder in this stock. | ||||||