Diligent Investors, LLC

Position in MS — Morgan Stanley

CIK 1549042 REDLANDS, CA

Position in MS

as of Jun 30, 2026 · filed Jul 24, 2026 Compact

Position Value

$1,422,726

-$875,329 QoQ

Shares Held

6,806

-51.3% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.62%

of 13F equity value

Holder Rank

#1,235

of 2,723 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Diligent Investors, LLC holds $5,807,866 across 5 Capital Markets names. MS ranks #2 (24.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GS	Goldman Sachs Group Inc	3,577	$3,617,670
2	MS	Morgan Stanley This page	6,806	$1,422,726
3	SCHW	Schwab Charles Corp	5,735	$529,168
4	HOOD	Robinhood Markets, Inc.	2,152	$215,802
5	BTBT	Bit Digital, Inc	12,500	$22,500

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,422,726	6,806	-51.3%	Shares	Sole	2026-07-24
2026-03-31	$2,298,055	13,964	-1.3%	Shares	Sole	2026-04-15
2025-12-31	$2,512,937	14,155	-0.5%	Shares	Sole	2026-01-23
2025-09-30	$2,260,411	14,220	+0.0%	Shares	Sole	2025-11-14
2025-06-30	$2,002,043	14,213	+2.2%	Shares	Sole	2025-07-22
2025-03-31	$1,622,413	13,906	-1.8%	Shares	Sole	2025-04-10
2024-12-31	$1,780,195	14,160	+0.1%	Shares	Sole	2025-02-14
2024-09-30	$1,475,100	14,151	-0.1%	Shares	Sole	2024-11-01
2024-06-30	$1,377,376	14,172	+0.1%	Shares	Sole	2024-07-15
2024-03-31	$1,333,493	14,162	+0.1%	Shares	Sole	2024-05-06
2023-12-31	$1,319,394	14,149	-1.4%	Shares	Sole	2024-01-10
2023-09-30	$1,171,719	14,347	-3.1%	Shares	Sole	2023-11-06
2023-06-30	$1,264,090	14,802	+0.0%	Shares	Sole	2023-07-24
2023-03-31	$1,299,440	14,800	-0.5%	Shares	Sole	2023-05-11
2022-12-31	$1,264,927	14,878	-2.6%	Shares	Sole	2023-01-20
2022-09-30	$1,206,956	15,276	+0.0%	Shares	Sole	2022-10-14
2022-06-30	$1,161,740	15,274	+0.0%	Shares	Sole	2022-07-13
2022-03-31	$1,334,772	15,272	+2.7%	Shares	Sole	2022-04-26
2021-12-31	$1,459,639	14,870	-2.6%	Shares	Sole	2022-01-21
2021-09-30	$1,485,631	15,267	0.0%	Shares	Sole	2021-10-13
2021-06-30	$1,399,831	15,267	-2.9%	Shares	Sole	2021-08-12
2021-03-31	$1,221,436	15,728	+8.2%	Shares	Sole	2021-04-23
2020-12-31	$996,494	14,541	-1.2%	Shares	Sole	2021-02-09
2020-09-30	$711,470	14,715	-7.0%	Shares	Sole	2020-11-09
2020-06-30	$764,395	15,826	+1.6%	Shares	Sole	2020-07-09
2020-03-31	$529,754	15,581	—	Shares	Sole	2020-04-29
No filing history on record for this holder in this stock.