BEACON FINANCIAL GROUP

Position in MS — Morgan Stanley

CIK 1591379 DALLAS, TX

Position in MS

as of Jun 30, 2026 · filed Jul 16, 2026 Compact

Position Value

$888,420

+$29,036 QoQ

Shares Held

4,250

-18.6% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.24%

of 13F equity value

Holder Rank

#1,470

of 2,723 holders

Holding Since

Mar 2023

14 quarters on record

Financial Services · as of Jun 30, 2026

BEACON FINANCIAL GROUP holds $4,773,248 across 5 Capital Markets names. MS ranks #2 (18.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SCHW	Schwab Charles Corp	32,102	$2,962,051
2	MS	Morgan Stanley This page	4,250	$888,420
3	GS	Goldman Sachs Group Inc	623	$630,083
4	HUT	Hut 8 Corp.	2,348	$271,064
5	BTBT	Bit Digital, Inc	12,017	$21,630

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$888,420	4,250	-18.6%	Shares	Sole	2026-07-16
2026-03-31	$859,384	5,222	-3.5%	Shares	Sole	2026-04-30
2025-12-31	$960,614	5,411	-3.5%	Shares	Sole	2026-04-01
2025-09-30	$891,129	5,606	-1.8%	Shares	Sole	2025-10-08
2025-06-30	$804,169	5,709	-4.2%	Shares	Sole	2025-07-09
2025-03-31	$695,586	5,962	-14.2%	Shares	Sole	2025-04-10
2024-12-31	$873,879	6,951	-1.9%	Shares	Sole	2025-01-29
2024-09-30	$738,540	7,085	-6.8%	Shares	Sole	2024-11-12
2024-06-30	$738,644	7,600	-0.5%	Shares	Sole	2024-08-06
2024-03-31	$719,382	7,640	-10.6%	Shares	Sole	2024-05-07
2023-12-31	$797,287	8,550	-15.2%	Shares	Sole	2024-02-23
2023-09-30	$823,478	10,083	-3.6%	Shares	Sole	2023-10-16
2023-06-30	$893,540	10,463	-7.7%	Shares	Sole	2023-07-20
2023-03-31	$995,213	11,335	—	Shares	Sole	2023-04-14
No filing history on record for this holder in this stock.