Position in MS
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$904,307
New position
Shares Held
4,326
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
1.30%
of 13F equity value
Holder Rank
#1,461
of 2,723 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 100%
Shared 0%
None 0%
Position in Capital Markets
Financial Services · as of Jun 30, 2026JUNCTURE WEALTH STRATEGIES, LLC holds $1,334,139 across 2 Capital Markets names. MS ranks #1 (67.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
This page
|
4,326 | $904,307 | |
| 2 | GS |
Goldman Sachs Group Inc
|
425 | $429,832 |
All Filings in MS
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $904,307 | 4,326 | Shares | Sole | 2026-07-09 | |
| No filing history on record for this holder in this stock. | ||||||