Position in MS
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$15,057,496
+$58,165 QoQ
Shares Held
91,496
+8.3% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.27%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in MS Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Mar 31, 2026Allworth Financial LP holds $38,608,993 across 48 Capital Markets names. MS ranks #1 (39.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
This page
|
91,496 | $15,057,496 | |
| 2 | GS |
Goldman Sachs Group Inc
|
11,381 | $9,628,212 | |
| 3 | SCHW |
Schwab Charles Corp
|
51,024 | $4,795,235 | |
| 4 | TW |
Tradeweb Markets Inc.
|
17,763 | $2,089,994 | |
| 5 | LPLA |
LPL Financial Holdings Inc.
|
6,503 | $1,956,297 | |
| 6 | HOOD |
Robinhood Markets, Inc.
|
14,564 | $1,009,285 | |
| 7 | SF |
Stifel Financial Corp
|
6,928 | $512,117 | |
| 8 | EVR |
Evercore Inc.
|
1,513 | $451,645 |
All Filings in MS
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $15,057,496 | 91,496 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $14,999,331 | 84,489 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $6,790,135 | 42,716 | Shares | Sole | 2025-12-02 | |
| 2025-06-30 | $5,493,258 | 38,998 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $3,392,880 | 29,081 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $3,524,937 | 28,038 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $1,826,597 | 17,523 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $1,611,992 | 16,586 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $1,287,354 | 13,672 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $1,218,590 | 13,068 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $1,089,558 | 13,341 | Shares | Sole | 2023-10-31 | |
| 2023-06-30 | $1,157,083 | 13,549 | Shares | Sole | 2023-07-18 | |
| 2023-03-31 | $992,491 | 11,304 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $945,762 | 11,124 | Shares | Sole | 2023-01-13 | |
| 2022-09-30 | $908,456 | 11,498 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $769,118 | 10,112 | Shares | Sole | 2022-07-13 | |
| 2022-03-31 | $890,431 | 10,188 | Shares | Sole | 2022-04-22 | |
| 2021-12-31 | $469,793 | 4,786 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $387,780 | 3,985 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $240,961 | 2,628 | Shares | Sole | 2021-08-02 | |
| 2021-03-31 | $203,779 | 2,624 | Shares | Sole | 2021-04-29 | |
| 2020-12-31 | $179,617 | 2,621 | Shares | Sole | 2021-01-26 | |
| 2020-09-30 | $121,455 | 2,512 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $135,626 | 2,808 | 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. | ||||||