Allworth Financial LP

Position in MS — Morgan Stanley

CIK 1555170 FOLSOM, CA

Position in MS

as of Jun 30, 2026 · filed Aug 11, 2026 Compact

Position Value

$9,101,600

-$5,955,896 QoQ

Shares Held

43,540

-52.4% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.16%

of 13F equity value

Holder Rank

#586

of 2,735 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Allworth Financial LP holds $32,429,746 across 49 Capital Markets names. MS ranks #2 (28.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GS	Goldman Sachs Group Inc	10,450	$10,568,815
2	MS	Morgan Stanley This page	43,540	$9,101,600
3	SCHW	Schwab Charles Corp	51,751	$4,775,064
4	HOOD	Robinhood Markets, Inc.	16,528	$1,657,427
5	LPLA	LPL Financial Holdings Inc.	4,107	$1,156,859
6	EVR	Evercore Inc.	2,123	$724,877
7	IBKR	Interactive Brokers Group, Inc.	6,968	$606,494
8	JEF	Jefferies Financial Group Inc.	11,649	$582,217

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$9,101,600	43,540	-52.4%	Shares	Sole	2026-08-11
2026-03-31	$15,057,496	91,496	+8.3%	Shares	Sole	2026-05-15
2025-12-31	$14,999,331	84,489	+97.8%	Shares	Sole	2026-02-05
2025-09-30	$6,790,135	42,716	+9.5%	Shares	Sole	2025-12-02
2025-06-30	$5,493,258	38,998	+34.1%	Shares	Sole	2025-08-07
2025-03-31	$3,392,880	29,081	+3.7%	Shares	Sole	2025-04-30
2024-12-31	$3,524,937	28,038	+60.0%	Shares	Sole	2025-01-30
2024-09-30	$1,826,597	17,523	+5.6%	Shares	Sole	2024-10-23
2024-06-30	$1,611,992	16,586	+21.3%	Shares	Sole	2024-07-24
2024-03-31	$1,287,354	13,672	+4.6%	Shares	Sole	2024-04-25
2023-12-31	$1,218,590	13,068	-2.0%	Shares	Sole	2024-01-24
2023-09-30	$1,089,558	13,341	-1.5%	Shares	Sole	2023-10-31
2023-06-30	$1,157,083	13,549	+19.9%	Shares	Sole	2023-07-18
2023-03-31	$992,491	11,304	+1.6%	Shares	Sole	2023-04-18
2022-12-31	$945,762	11,124	-3.3%	Shares	Sole	2023-01-13
2022-09-30	$908,456	11,498	+13.7%	Shares	Sole	2022-11-14
2022-06-30	$769,118	10,112	-0.7%	Shares	Sole	2022-07-13
2022-03-31	$890,431	10,188	+112.9%	Shares	Sole	2022-04-22
2021-12-31	$469,793	4,786	+20.1%	Shares	Sole	2022-01-21
2021-09-30	$387,780	3,985	+51.6%	Shares	Sole	2021-11-02
2021-06-30	$240,961	2,628	+0.2%	Shares	Sole	2021-08-02
2021-03-31	$203,779	2,624	+0.1%	Shares	Sole	2021-04-29
2020-12-31	$179,617	2,621	+4.3%	Shares	Sole	2021-01-26
2020-09-30	$121,455	2,512	-10.5%	Shares	Sole	2020-11-03
2020-06-30	$135,626	2,808	-3.0%	Shares	Sole	2020-07-24
2020-03-31	$98,464	2,896	—	Shares	Sole	2020-04-17
No filing history on record for this holder in this stock.