Position in MS
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$19,479,601
+$9,561,955 QoQ
Shares Held
93,186
+54.6% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#433
of 2,738 holders
Holding Since
Jun 2020
25 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in MS Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026Pacer Advisors, Inc. holds $72,392,014 across 17 Capital Markets names. MS ranks #2 (26.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
22,821 | $23,080,474 | |
| 2 | MS |
Morgan Stanley
This page
|
93,186 | $19,479,601 | |
| 3 | SCHW |
Schwab Charles Corp
|
121,987 | $11,255,740 | |
| 4 | HOOD |
Robinhood Markets, Inc.
|
98,091 | $9,836,565 | |
| 5 | IBKR |
Interactive Brokers Group, Inc.
|
45,016 | $3,918,192 | |
| 6 | EVR |
Evercore Inc.
|
4,349 | $1,484,922 | |
| 7 | JEF |
Jefferies Financial Group Inc.
|
24,237 | $1,211,365 | |
| 8 | SF |
Stifel Financial Corp
|
17,151 | $1,196,625 |
All Filings in MS
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $19,479,601 | 93,186 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $9,917,646 | 60,264 | Shares | Sole | 2026-06-18 | |
| 2025-12-31 | $16,819,902 | 94,744 | Shares | Sole | 2026-02-24 | |
| 2025-09-30 | $19,407,744 | 122,092 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $16,852,349 | 119,639 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $12,621,943 | 108,185 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $16,659,282 | 132,511 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $9,685,668 | 92,917 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $8,655,935 | 89,062 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $8,021,302 | 85,188 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $7,754,949 | 83,163 | Shares | Sole | 2024-01-16 | |
| 2023-09-30 | $6,604,326 | 80,866 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $6,919,193 | 81,021 | Shares | Sole | 2023-07-12 | |
| 2023-03-31 | $7,182,303 | 81,803 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $2,473,401 | 29,092 | Shares | Sole | 2023-02-06 | |
| 2022-09-30 | $2,033,559 | 25,738 | Shares | Sole | 2022-10-18 | |
| 2022-06-30 | $1,944,702 | 25,568 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $8,639,664 | 98,852 | Shares | Sole | 2022-04-05 | |
| 2021-12-31 | $8,765,393 | 89,297 | Shares | Sole | 2022-02-03 | |
| 2021-09-30 | $7,968,423 | 81,887 | Shares | Sole | 2021-10-15 | |
| 2021-06-30 | $8,845,792 | 96,475 | Shares | Sole | 2021-07-21 | |
| 2021-03-31 | $7,373,118 | 94,941 | Shares | Sole | 2021-04-05 | |
| 2020-12-31 | $5,939,220 | 86,666 | Shares | Sole | 2021-01-20 | |
| 2020-09-30 | $3,863,165 | 79,900 | Shares | Sole | 2020-10-19 | |
| 2020-06-30 | $4,729,584 | 97,921 | Shares | Sole | 2020-07-29 | |
| No filing history on record for this holder in this stock. | ||||||