Position in MS
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$314,814
+$66,972 QoQ
Shares Held
1,506
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#2,103
of 2,723 holders
Holding Since
Dec 2024
6 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in MS Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026Aviance Capital Partners, LLC holds $16,572,975 across 6 Capital Markets names. MS ranks #5 (1.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SCHW |
Schwab Charles Corp
|
92,462 | $8,531,468 | |
| 2 | GS |
Goldman Sachs Group Inc
|
6,395 | $6,467,711 | |
| 3 | EVR |
Evercore Inc.
|
2,028 | $692,440 | |
| 4 | IBKR |
Interactive Brokers Group, Inc.
|
3,820 | $332,492 | |
| 5 | MS |
Morgan Stanley
This page
|
1,506 | $314,814 | |
| 6 | VIRT |
Virtu Financial, Inc.
|
3,929 | $234,050 |
All Filings in MS
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $314,814 | 1,506 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $247,842 | 1,506 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $267,537 | 1,507 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $239,552 | 1,507 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $212,276 | 1,507 | Shares | Sole | 2025-08-05 | |
| 2024-12-31 | $200,774 | 1,597 | Shares | Sole | 2025-02-07 | |
| No filing history on record for this holder in this stock. | ||||||