Annex Advisory Services, LLC

Position in MS — Morgan Stanley

CIK 1542287 BROOKFIELD, WI

Position in MS

as of Jun 30, 2026 · filed Jul 10, 2026 Compact

Position Value

$70,183,089

+$13,434,252 QoQ

Shares Held

335,740

-2.6% QoQ

Ownership

0.021%

of shares outstanding

% of Portfolio

3.04%

of 13F equity value

Holder Rank

#228

of 2,716 holders

Holding Since

Mar 2020

15 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Annex Advisory Services, LLC holds $87,968,328 across 6 Capital Markets names. MS ranks #1 (79.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MS	Morgan Stanley This page	335,740	$70,183,089
2	GS	Goldman Sachs Group Inc	10,236	$10,352,383
3	LPLA	LPL Financial Holdings Inc.	12,128	$3,416,215
4	PIPR	Piper Sandler Companies	27,455	$1,986,094
5	HOOD	Robinhood Markets, Inc.	17,113	$1,716,091
6	SCHW	Schwab Charles Corp	3,408	$314,456

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$70,183,089	335,740	-2.6%	Shares	Sole	2026-07-10
2026-03-31	$56,748,837	344,831	+3.0%	Shares	Sole	2026-04-16
2025-12-31	$59,444,322	334,841	+3.7%	Shares	Sole	2026-01-26
2025-09-30	$51,318,010	322,836	+4.9%	Shares	Sole	2025-10-17
2025-06-30	$43,366,286	307,868	+5.5%	Shares	Sole	2025-07-11
2025-03-31	$34,055,973	291,900	+15.5%	Shares	Sole	2025-04-11
2024-12-31	$31,771,204	252,714	-3.2%	Shares	Sole	2025-01-16
2024-09-30	$27,219,044	261,119	+0.9%	Shares	Sole	2024-10-10
2024-06-30	$25,139,748	258,666	+8.5%	Shares	Sole	2024-07-12
2024-03-31	$22,456,877	238,497	+12.0%	Shares	Sole	2024-04-12
2023-12-31	$19,854,976	212,922	+4.7%	Shares	Sole	2024-02-13
2023-09-30	$16,613,148	203,418	+91.9%	Shares	Sole	2023-11-01
2023-06-30	$9,052,229	105,998	+1995.2%	Shares	Sole	2023-07-24
2021-12-31	$496,591	5,059	-88.2%	Shares	Sole	2022-01-31
2020-03-31	$1,463,122	43,033	—	Shares	Sole	2020-04-22
No filing history on record for this holder in this stock.