Position in MS
as of Mar 31, 2026
· filed May 11, 2026
Position Value
$1,134,545
+$257,547 QoQ
Shares Held
6,894
+39.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.23%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
24 quarters on record
Voting authority
Sole 54%
Shared 0%
None 46%
Common Shares in MS Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Mar 31, 2026MCF Advisors LLC holds $3,546,326 across 15 Capital Markets names. MS ranks #2 (32.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SCHW |
Schwab Charles Corp
|
15,606 | $1,466,651 | |
| 2 | MS |
Morgan Stanley
This page
|
6,894 | $1,134,545 | |
| 3 | GS |
Goldman Sachs Group Inc
|
933 | $789,308 | |
| 4 | LPLA |
LPL Financial Holdings Inc.
|
138 | $41,514 | |
| 5 | GLXY |
Galaxy Digital Inc.
|
2,224 | $41,032 | |
| 6 | HOOD |
Robinhood Markets, Inc.
|
333 | $23,076 | |
| 7 | LAZ |
Lazard, Inc.
|
430 | $18,266 | |
| 8 | WULF |
Terawulf Inc.
|
903 | $13,030 |
All Filings in MS
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,134,545 | 6,894 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $876,998 | 4,940 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $692,906 | 4,359 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $609,219 | 4,325 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $492,347 | 4,220 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $537,201 | 4,273 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $415,500 | 3,986 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $376,514 | 3,874 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $340,576 | 3,617 | Shares | Sole | 2024-04-16 | |
| 2023-12-31 | $352,205 | 3,777 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $308,467 | 3,777 | Shares | Sole | 2023-10-19 | |
| 2023-06-30 | $322,555 | 3,777 | Shares | Sole | 2023-07-24 | |
| 2023-03-31 | $331,620 | 3,777 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $328,007 | 3,858 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $305,610 | 3,868 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $293,363 | 3,857 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $319,796 | 3,659 | Shares | Sole | 2022-05-05 | |
| 2021-09-30 | $356,251 | 3,661 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $326,691 | 3,563 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $262,568 | 3,381 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $231,699 | 3,381 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $163,471 | 3,381 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $172,962 | 3,581 | Shares | Sole | 2020-08-11 | |
| 2020-03-31 | $115,056 | 3,384 | Shares | Sole | 2020-04-24 | |
| No filing history on record for this holder in this stock. | ||||||