Position in MS
as of Jun 30, 2026
· filed Jul 7, 2026
Position Value
$8,329,825
+$2,334,211 QoQ
Shares Held
39,848
+9.4% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.60%
of 13F equity value
Holder Rank
#611
of 2,722 holders
Holding Since
Mar 2020
26 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, 2026Dynamic Advisor Solutions LLC holds $19,732,460 across 6 Capital Markets names. MS ranks #1 (42.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
This page
|
39,848 | $8,329,825 | |
| 2 | GS |
Goldman Sachs Group Inc
|
7,428 | $7,512,456 | |
| 3 | SCHW |
Schwab Charles Corp
|
25,348 | $2,338,859 | |
| 4 | EVR |
Evercore Inc.
|
2,915 | $995,297 | |
| 5 | HOOD |
Robinhood Markets, Inc.
|
2,927 | $293,519 | |
| 6 | TW |
Tradeweb Markets Inc.
|
2,634 | $262,504 |
All Filings in MS
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,329,825 | 39,848 | Shares | Sole | 2026-07-07 | |
| 2026-03-31 | $5,995,614 | 36,432 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $6,017,911 | 33,898 | Shares | Sole | 2026-01-09 | |
| 2025-09-30 | $5,388,267 | 33,897 | Shares | Sole | 2025-10-09 | |
| 2025-06-30 | $4,753,884 | 33,749 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $3,832,142 | 32,846 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $4,100,357 | 32,615 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $1,547,859 | 14,849 | Shares | Sole | 2024-10-07 | |
| 2024-06-30 | $1,461,057 | 15,033 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $1,534,337 | 16,295 | Shares | Sole | 2024-04-12 | |
| 2023-12-31 | $1,490,508 | 15,984 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $1,161,919 | 14,227 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $849,046 | 9,942 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $631,984 | 7,198 | Shares | Sole | 2023-04-11 | |
| 2022-12-31 | $597,180 | 7,024 | Shares | Sole | 2023-01-13 | |
| 2022-09-30 | $2,796,005 | 35,388 | Shares | Sole | 2022-10-20 | |
| 2022-06-30 | $2,664,153 | 35,027 | Shares | Sole | 2022-07-27 | |
| 2022-03-31 | $3,029,284 | 34,660 | Shares | Sole | 2022-04-11 | |
| 2021-12-31 | $3,168,408 | 32,278 | Shares | Sole | 2022-01-26 | |
| 2021-09-30 | $3,059,912 | 31,445 | Shares | Sole | 2021-10-28 | |
| 2021-06-30 | $2,790,310 | 30,432 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $2,219,056 | 28,574 | Shares | Sole | 2021-04-27 | |
| 2020-12-31 | $1,211,062 | 17,672 | Shares | Sole | 2021-02-03 | |
| 2020-09-30 | $811,119 | 16,776 | Shares | Sole | 2020-10-27 | |
| 2020-06-30 | $799,703 | 16,557 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $402,322 | 11,833 | Shares | Sole | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||