Position in MS
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$841,594
+$375,697 QoQ
Shares Held
4,026
+42.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#1,506
of 2,723 holders
Holding Since
Mar 2025
5 quarters on record
Voting authority
Sole 22%
Shared 11%
None 67%
Common Shares in MS Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026Private Advisory Group LLC holds $14,260,016 across 4 Capital Markets names. MS ranks #3 (5.9% of the industry book) .
All Filings in MS
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $841,594 | 4,026 | Shares | Other | 2026-08-06 | |
| 2026-03-31 | $465,897 | 2,831 | Shares | Other | 2026-05-08 | |
| 2025-12-31 | $377,428 | 2,126 | Shares | Other | 2026-01-15 | |
| 2025-09-30 | $213,165 | 1,341 | Shares | Sole | 2025-11-10 | |
| 2025-03-31 | $211,289 | 1,811 | Shares | Sole | 2025-05-08 | |
| No filing history on record for this holder in this stock. | ||||||