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Equibles

MCF Advisors LLC

Position in MS — Morgan Stanley

CIK 1602905 LEXINGTON, KY
Back to MS Full portfolio

Position in MS

as of Jun 30, 2026 · filed Aug 12, 2026
Position Value
$1,123,799
-$10,746 QoQ
Shares Held
5,376
-22.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
#1,341
of 2,736 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority Sole 62% Shared 0% None 38%

Common Shares in MS Over Time

Shares Held

Position Value (USD)

Position in Capital Markets

Financial Services · as of Jun 30, 2026

MCF Advisors LLC holds $3,723,522 across 13 Capital Markets names. MS ranks #2 (30.2% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 SCHW
Schwab Charles Corp
 15,450 $1,425,571
2 MS
Morgan Stanley
This page 		5,376 $1,123,799
3 GS
Goldman Sachs Group Inc
 965 $975,972
4 IREN
IREN Ltd
 1,157 $52,909
5 LPLA
LPL Financial Holdings Inc.
 138 $38,871
6 HOOD
Robinhood Markets, Inc.
 339 $33,994
7 GLXY
Galaxy Digital Inc.
 1,112 $30,402
8 LAZ
Lazard, Inc.
 430 $18,034

All Filings in MS

Export CSV
25 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $1,123,799 5,376
2026-03-31 $1,134,545 6,894
2025-12-31 $876,998 4,940
2025-09-30 $692,906 4,359
2025-06-30 $609,219 4,325
2025-03-31 $492,347 4,220
2024-12-31 $537,201 4,273
2024-09-30 $415,500 3,986
2024-06-30 $376,514 3,874
2024-03-31 $340,576 3,617
2023-12-31 $352,205 3,777
2023-09-30 $308,467 3,777
2023-06-30 $322,555 3,777
2023-03-31 $331,620 3,777
2022-12-31 $328,007 3,858
2022-09-30 $305,610 3,868
2022-06-30 $293,363 3,857
2022-03-31 $319,796 3,659
2021-09-30 $356,251 3,661
2021-06-30 $326,691 3,563
2021-03-31 $262,568 3,381
2020-12-31 $231,699 3,381
2020-09-30 $163,471 3,381
2020-06-30 $172,962 3,581
2020-03-31 $115,056 3,384