Position in MS
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$63,132,178
-$5,545,657 QoQ
Shares Held
383,619
-0.8% QoQ
Ownership
0.024%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2023
10 quarters on record
Voting authority
Sole 51%
Shared 6%
None 43%
Common Shares in MS Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Mar 31, 2026Focus Partners Wealth holds $640,258,142 across 22 Capital Markets names. MS ranks #3 (9.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
259,987 | $219,946,402 | |
| 2 | SCHW |
Schwab Charles Corp
|
2,254,162 | $211,846,144 | |
| 3 | MS |
Morgan Stanley
This page
|
383,619 | $63,132,178 | |
| 4 | TW |
Tradeweb Markets Inc.
|
448,548 | $52,776,157 | |
| 5 | VIRT |
Virtu Financial, Inc.
|
958,154 | $42,139,612 | |
| 6 | EVR |
Evercore Inc.
|
29,884 | $8,920,672 | |
| 7 | JEF |
Jefferies Financial Group Inc.
|
194,138 | $8,012,075 | |
| 8 | SF |
Stifel Financial Corp
|
71,619 | $5,294,076 |
All Filings in MS
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $63,132,178 | 383,619 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $68,677,835 | 386,852 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $37,641,410 | 236,798 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $32,803,899 | 232,883 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $19,874,734 | 170,350 | Shares | Sole | 2025-05-20 | |
| 2024-12-31 | $22,279,972 | 177,219 | Shares | Sole | 2025-05-29 | |
| 2024-09-30 | $7,793,816 | 74,768 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $31,298,678 | 322,036 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $12,840,316 | 136,367 | Shares | Sole | 2024-05-16 | |
| 2023-12-31 | $608,456 | 6,525 | Shares | Sole | 2024-02-15 | |
| No filing history on record for this holder in this stock. | ||||||