Waverly Advisors, LLC

Position in MS — Morgan Stanley

CIK 1568787 BIRMINGHAM, AL

Position in MS

as of Mar 31, 2026 · filed May 15, 2026 Compact

Position Value

$18,522,024

+$3,071,056 QoQ

Shares Held

112,548

+29.3% QoQ

Ownership

0.007%

of shares outstanding

% of Portfolio

0.35%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2024

9 quarters on record

Voting authority Sole 1.059992181113836.ToString("F0")% Shared 0.ToString("F0")% None 98.94000781888617.ToString("F0")%

Financial Services · as of Mar 31, 2026

Waverly Advisors, LLC holds $57,892,681 across 16 Capital Markets names. MS ranks #2 (32.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GS	Goldman Sachs Group Inc	22,810	$19,297,031
2	MS	Morgan Stanley This page	112,548	$18,522,024
3	SCHW	Schwab Charles Corp	127,577	$11,989,686
4	HOOD	Robinhood Markets, Inc.	33,254	$2,304,502
5	FIGR	Figure Technology Solutions, Inc.	29,812	$1,012,117
6	LPLA	LPL Financial Holdings Inc.	2,740	$824,274
7	CRCL	Circle Internet Group, Inc.	7,109	$678,269
8	SF	Stifel Financial Corp	8,601	$635,785

9 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$18,522,024	112,548	+29.3%	Shares	Sole	2026-05-15
2025-12-31	$15,450,968	87,033	+902.1%	Shares	Sole	2026-02-17
2025-09-30	$1,380,567	8,685	+0.6%	Shares	Sole	2025-11-14
2025-06-30	$1,215,762	8,631	+6.2%	Shares	Sole	2025-08-14
2025-03-31	$948,293	8,128	+23.1%	Shares	Sole	2025-05-15
2024-12-31	$830,380	6,605	+71.8%	Shares	Sole	2025-02-14
2024-09-30	$400,698	3,844	-4.4%	Shares	Sole	2024-11-14
2024-06-30	$390,800	4,021	+10.1%	Shares	Sole	2024-08-14
2024-03-31	$343,871	3,652	—	Shares	Sole	2024-05-15
No filing history on record for this holder in this stock.