Position in MS
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$837,832
-$633,588 QoQ
Shares Held
4,008
-55.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#1,511
of 2,723 holders
Holding Since
Jun 2020
23 quarters on record
Voting authority
Sole 83%
Shared 0%
None 17%
Common Shares in MS Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026Regal Investment Advisors LLC holds $2,234,411 across 3 Capital Markets names. MS ranks #1 (37.5% of the industry book) .
All Filings in MS
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $837,832 | 4,008 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $1,471,420 | 8,941 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $1,547,529 | 8,717 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $1,440,972 | 9,065 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $1,363,383 | 9,679 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $1,590,212 | 13,630 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $2,639,491 | 20,995 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $824,329 | 7,908 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $688,591 | 7,085 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $669,665 | 7,112 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $373,746 | 4,008 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $316,879 | 3,880 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $333,316 | 3,903 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $461,652 | 5,258 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $464,209 | 5,460 | Shares | Sole | 2023-03-01 | |
| 2022-09-30 | $439,927 | 5,568 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $422,361 | 5,553 | Shares | Sole | 2022-08-09 | |
| 2022-03-31 | $485,332 | 5,553 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $545,573 | 5,558 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $535,788 | 5,506 | Shares | Sole | 2021-11-05 | |
| 2021-06-30 | $504,845 | 5,506 | Shares | Sole | 2021-08-09 | |
| 2020-12-31 | $418,101 | 6,101 | Shares | Sole | 2021-02-12 | |
| 2020-06-30 | $314,916 | 6,520 | Shares | Sole | 2020-08-03 | |
| No filing history on record for this holder in this stock. | ||||||