Fort Point Capital Partners LLC

Position in MS — Morgan Stanley

CIK 1589282 San Francisco, CA

Position in MS

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$1,943,862

+$400,525 QoQ

Shares Held

9,299

-0.8% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.51%

of 13F equity value

Holder Rank

#1,081

of 2,723 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Fort Point Capital Partners LLC holds $11,684,618 across 5 Capital Markets names. MS ranks #2 (16.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CLSK	Cleanspark, Inc.	559,052	$8,134,206
2	MS	Morgan Stanley This page	9,299	$1,943,862
3	GS	Goldman Sachs Group Inc	669	$676,606
4	HOOD	Robinhood Markets, Inc.	6,284	$630,159
5	SCHW	Schwab Charles Corp	3,249	$299,785

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,943,862	9,299	-0.8%	Shares	Sole	2026-08-14
2026-03-31	$1,543,337	9,378	+15.7%	Shares	Sole	2026-05-14
2025-12-31	$1,438,880	8,105	+2.6%	Shares	Sole	2026-02-13
2025-09-30	$1,255,307	7,897	-10.1%	Shares	Sole	2025-11-14
2025-06-30	$1,237,877	8,788	-11.5%	Shares	Sole	2025-08-14
2025-03-31	$1,158,416	9,929	+0.2%	Shares	Sole	2025-05-15
2024-12-31	$1,246,010	9,911	+0.0%	Shares	Sole	2025-02-11
2024-09-30	$1,032,705	9,907	+0.5%	Shares	Sole	2024-11-14
2024-06-30	$958,487	9,862	-0.1%	Shares	Sole	2024-08-14
2024-03-31	$929,076	9,867	0.0%	Shares	Sole	2024-05-15
2023-12-31	$920,097	9,867	+4.5%	Shares	Sole	2024-02-09
2023-09-30	$770,883	9,439	+4.0%	Shares	Sole	2023-11-08
2023-06-30	$775,175	9,077	+0.7%	Shares	Sole	2023-08-14
2023-03-31	$791,429	9,014	+12.4%	Shares	Sole	2023-05-11
2022-12-31	$681,945	8,021	0.0%	Shares	Sole	2023-02-14
2022-09-30	$633,739	8,021	-2.1%	Shares	Sole	2022-11-09
2022-06-30	$623,387	8,196	0.0%	Shares	Sole	2022-08-15
2022-03-31	$716,330	8,196	-0.2%	Shares	Sole	2022-05-13
2021-12-31	$806,089	8,212	-1.0%	Shares	Sole	2022-02-14
2021-09-30	$807,283	8,296	+4.1%	Shares	Sole	2021-11-12
2021-06-30	$730,402	7,966	0.0%	Shares	Sole	2021-07-30
2021-03-31	$618,639	7,966	0.0%	Shares	Sole	2021-05-10
2020-12-31	$545,909	7,966	-32.1%	Shares	Sole	2021-02-09
2020-09-30	$567,193	11,731	-2.5%	Shares	Sole	2020-11-10
2020-06-30	$581,097	12,031	+45.5%	Shares	Sole	2020-08-13
2020-03-31	$281,044	8,266	—	Shares	Sole	2020-05-14
No filing history on record for this holder in this stock.