Position in MS
as of Mar 31, 2026
· filed Apr 10, 2026
Position Value
$824,495
-$486 QoQ
Shares Held
5,010
+7.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2024
7 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 Mar 31, 2026Pure Financial Advisors, LLC holds $4,123,246 across 6 Capital Markets names. MS ranks #3 (20.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SCHW |
Schwab Charles Corp
|
15,571 | $1,463,362 | |
| 2 | GS |
Goldman Sachs Group Inc
|
1,475 | $1,247,835 | |
| 3 | MS |
Morgan Stanley
This page
|
5,010 | $824,495 | |
| 4 | IBKR |
Interactive Brokers Group, Inc.
|
5,168 | $346,617 | |
| 5 | NMR |
Nomura Holdings Inc
|
19,333 | $152,537 | |
| 6 | NAKA |
Nakamoto Inc.
|
10,000 | $88,400 |
All Filings in MS
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $824,495 | 5,010 | Shares | Sole | 2026-04-10 | |
| 2025-12-31 | $824,981 | 4,647 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $597,848 | 3,761 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $477,374 | 3,389 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $292,258 | 2,505 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $250,685 | 1,994 | Shares | Sole | 2025-01-16 | |
| 2024-06-30 | $283,891 | 2,921 | Shares | Sole | 2024-07-18 | |
| No filing history on record for this holder in this stock. | ||||||