Position in MS
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$213,429
-$29,076 QoQ
Shares Held
1,021
-25.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#2,360
of 2,723 holders
Holding Since
Dec 2024
4 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, 2026PKS Advisory Services, LLC holds $2,049,220 across 4 Capital Markets names. MS ranks #3 (10.4% of the industry book) .
All Filings in MS
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $213,429 | 1,021 | Shares | Sole | 2026-08-04 | |
| 2025-12-31 | $242,505 | 1,366 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $235,737 | 1,483 | Shares | Sole | 2025-11-12 | |
| 2024-12-31 | $205,049 | 1,631 | Shares | Sole | 2025-02-12 | |
| No filing history on record for this holder in this stock. | ||||||