Position in MS
as of Jun 30, 2026
· filed Aug 17, 2026
Position Value
$1,359,178
+$534,683 QoQ
Shares Held
6,502
+29.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#1,258
of 2,734 holders
Holding Since
Jun 2024
8 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, 2026Pure Financial Advisors, LLC holds $5,701,550 across 7 Capital Markets names. MS ranks #3 (23.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
1,607 | $1,625,271 | |
| 2 | SCHW |
Schwab Charles Corp
|
15,319 | $1,413,484 | |
| 3 | MS |
Morgan Stanley
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|
6,502 | $1,359,178 | |
| 4 | IBKR |
Interactive Brokers Group, Inc.
|
6,872 | $598,138 | |
| 5 | NMR |
Nomura Holdings Inc
|
27,301 | $239,702 | |
| 6 | JEF |
Jefferies Financial Group Inc.
|
4,674 | $233,606 | |
| 7 | IREN |
IREN Ltd
|
5,077 | $232,171 |
All Filings in MS
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,359,178 | 6,502 | Shares | Sole | 2026-08-17 | |
| 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. | ||||||