Position in MS
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$945,487
+$515,631 QoQ
Shares Held
4,523
+73.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.22%
of 13F equity value
Holder Rank
#1,438
of 2,723 holders
Holding Since
Mar 2025
6 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, 2026Fragasso Financial Advisors Inc holds $3,713,835 across 3 Capital Markets names. MS ranks #2 (25.5% of the industry book) .
All Filings in MS
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $945,487 | 4,523 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $429,856 | 2,612 | Shares | Sole | 2026-04-07 | |
| 2025-12-31 | $432,108 | 2,434 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $376,735 | 2,370 | Shares | Sole | 2025-10-06 | |
| 2025-06-30 | $316,371 | 2,246 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $208,372 | 1,786 | Shares | Sole | 2025-04-09 | |
| No filing history on record for this holder in this stock. | ||||||