Position in MS
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$1,723,534
+$375,212 QoQ
Shares Held
8,245
+0.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
1.20%
of 13F equity value
Holder Rank
#95
of 290 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in MS Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026Financial Management Professionals, Inc. holds $2,406,550 across 16 Capital Markets names. MS ranks #1 (71.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
This page
|
8,245 | $1,723,534 | |
| 2 | SCHW |
Schwab Charles Corp
|
3,236 | $298,585 | |
| 3 | GS |
Goldman Sachs Group Inc
|
140 | $141,591 | |
| 4 | LPLA |
LPL Financial Holdings Inc.
|
463 | $130,417 | |
| 5 | IBKR |
Interactive Brokers Group, Inc.
|
723 | $62,929 | |
| 6 | ETOR |
eToro Group Ltd.
|
536 | $21,155 | |
| 7 | HOOD |
Robinhood Markets, Inc.
|
139 | $13,938 | |
| 8 | IREN |
IREN Ltd
|
200 | $9,146 |
All Filings in MS
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,723,534 | 8,245 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $1,348,322 | 8,193 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $1,437,815 | 8,099 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $1,277,720 | 8,038 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $1,100,116 | 7,810 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $973,494 | 8,344 | Shares | Sole | 2025-04-10 | |
| 2024-12-31 | $1,038,321 | 8,259 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $790,764 | 7,586 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $753,902 | 7,757 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $747,347 | 7,937 | Shares | Sole | 2024-04-16 | |
| 2023-12-31 | $684,268 | 7,338 | Shares | Sole | 2024-01-12 | |
| 2023-09-30 | $591,209 | 7,239 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $648,954 | 7,599 | Shares | Sole | 2023-07-10 | |
| 2023-03-31 | $646,822 | 7,367 | Shares | Sole | 2023-04-13 | |
| 2022-12-31 | $551,694 | 6,489 | Shares | Sole | 2023-01-11 | |
| 2022-09-30 | $424,046 | 5,367 | Shares | Sole | 2022-10-27 | |
| 2022-06-30 | $385,091 | 5,063 | Shares | Sole | 2022-07-12 | |
| 2022-03-31 | $394,348 | 4,512 | Shares | Sole | 2022-04-27 | |
| 2021-12-31 | $377,817 | 3,849 | Shares | Sole | 2022-01-28 | |
| 2021-09-30 | $275,776 | 2,834 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $245,362 | 2,676 | Shares | Sole | 2021-08-05 | |
| 2021-03-31 | $187,082 | 2,409 | Shares | Sole | 2021-04-26 | |
| 2020-12-31 | $100,602 | 1,468 | Shares | Sole | 2021-02-03 | |
| 2020-09-30 | $65,756 | 1,360 | Shares | Sole | 2020-10-26 | |
| 2020-06-30 | $65,446 | 1,355 | Shares | Sole | 2020-07-21 | |
| 2020-03-31 | $7,650 | 225 | Shares | Sole | 2020-04-24 | |
| No filing history on record for this holder in this stock. | ||||||