Position in MS
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$1,095,160
+$408,081 QoQ
Shares Held
5,239
+25.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
1.61%
of 13F equity value
Holder Rank
#1,350
of 2,723 holders
Holding Since
Sep 2020
24 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, 2026Arbor Investment Advisors, LLC holds $1,095,160 across 1 Capital Markets name. MS ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
This page
|
5,239 | $1,095,160 |
All Filings in MS
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24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,095,160 | 5,239 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $687,079 | 4,175 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $741,187 | 4,175 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $1,029,583 | 6,477 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $760,362 | 5,398 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $629,434 | 5,395 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $681,779 | 5,423 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $676,517 | 6,490 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $530,657 | 5,460 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $612,322 | 6,503 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $605,099 | 6,489 | Shares | Sole | 2024-01-29 | |
| 2023-09-30 | $536,571 | 6,570 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $559,797 | 6,555 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $577,811 | 6,581 | Shares | Sole | 2023-04-21 | |
| 2022-12-31 | $558,496 | 6,569 | Shares | Sole | 2023-01-27 | |
| 2022-09-30 | $432,263 | 5,471 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $497,584 | 6,542 | Shares | Sole | 2022-07-28 | |
| 2022-03-31 | $570,634 | 6,529 | Shares | Sole | 2022-04-21 | |
| 2021-12-31 | $640,003 | 6,520 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $643,705 | 6,615 | Shares | Sole | 2021-10-22 | |
| 2021-06-30 | $605,612 | 6,605 | Shares | Sole | 2021-07-21 | |
| 2021-03-31 | $512,478 | 6,599 | Shares | Sole | 2021-04-15 | |
| 2020-12-31 | $348,612 | 5,087 | Shares | Sole | 2021-01-15 | |
| 2020-09-30 | $247,890 | 5,127 | Shares | Sole | 2020-10-27 | |
| No filing history on record for this holder in this stock. | ||||||