Position in MS
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$274,469
+$63,655 QoQ
Shares Held
1,313
+2.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#2,185
of 2,721 holders
Holding Since
Mar 2021
14 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, 2026Capstone Financial Advisors, Inc. holds $632,368 across 2 Capital Markets names. MS ranks #2 (43.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HOOD |
Robinhood Markets, Inc.
|
3,569 | $357,899 | |
| 2 | MS |
Morgan Stanley
This page
|
1,313 | $274,469 |
All Filings in MS
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $274,469 | 1,313 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $210,814 | 1,281 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $221,912 | 1,250 | Shares | Sole | 2026-02-17 | |
| 2023-09-30 | $260,118 | 3,185 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $296,765 | 3,475 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $296,237 | 3,374 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $294,424 | 3,463 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $270,767 | 3,427 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $264,764 | 3,481 | Shares | Sole | 2022-09-02 | |
| 2022-03-31 | $301,530 | 3,450 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $286,430 | 2,918 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $265,169 | 2,725 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $249,763 | 2,724 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $208,672 | 2,687 | Shares | Sole | 2021-05-13 | |
| No filing history on record for this holder in this stock. | ||||||