Position in MS
as of Jun 30, 2026
· filed Jul 10, 2026
Position Value
$544,967
+$121,858 QoQ
Shares Held
2,607
+1.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.18%
of 13F equity value
Holder Rank
#1,738
of 2,722 holders
Holding Since
Dec 2020
23 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in MS Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026JFS WEALTH ADVISORS, LLC holds $6,565,681 across 24 Capital Markets names. MS ranks #4 (8.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
2,870 | $2,902,631 | |
| 2 | SCHW |
Schwab Charles Corp
|
23,357 | $2,155,150 | |
| 3 | WULF |
Terawulf Inc.
|
30,000 | $741,000 | |
| 4 | MS |
Morgan Stanley
This page
|
2,607 | $544,967 | |
| 5 | HOOD |
Robinhood Markets, Inc.
|
593 | $59,466 | |
| 6 | LPLA |
LPL Financial Holdings Inc.
|
83 | $23,379 | |
| 7 | NMR |
Nomura Holdings Inc
|
2,303 | $20,220 | |
| 8 | SF |
Stifel Financial Corp
|
205 | $14,302 |
All Filings in MS
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $544,967 | 2,607 | Shares | Sole | 2026-07-10 | |
| 2026-03-31 | $423,109 | 2,571 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $463,353 | 2,610 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $588,152 | 3,700 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $86,628 | 615 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $78,985 | 677 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $85,238 | 678 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $70,257 | 674 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $93,108 | 958 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $115,816 | 1,230 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $106,305 | 1,140 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $93,593 | 1,146 | Shares | Sole | 2023-11-02 | |
| 2023-06-30 | $104,358 | 1,222 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $110,803 | 1,262 | Shares | Sole | 2023-04-19 | |
| 2022-12-31 | $105,849 | 1,245 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $37,529 | 475 | Shares | Sole | 2022-10-21 | |
| 2022-06-30 | $16,505 | 217 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $34,173 | 391 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $26,012 | 265 | Shares | Sole | 2022-02-03 | |
| 2021-09-30 | $15,958 | 164 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $7,793 | 85 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $6,601 | 85 | Shares | Sole | 2021-04-28 | |
| 2020-12-31 | $5,825 | 85 | Shares | Sole | 2021-02-01 | |
| No filing history on record for this holder in this stock. | ||||||