Position in MS
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$1,627,794
+$529,783 QoQ
Shares Held
7,787
+16.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
#148
of 416 holders
Holding Since
Dec 2021
17 quarters on record
Voting authority
Sole 0.1926534806062163.ToString("F0")%
Shared 0.ToString("F0")%
None 99.80734651939377.ToString("F0")%
Common Shares in MS Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026RFG Advisory, LLC holds $10,687,659 across 11 Capital Markets names. MS ranks #3 (15.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
2,375 | $2,402,003 | |
| 2 | WULF |
Terawulf Inc.
|
95,263 | $2,352,996 | |
| 3 | MS |
Morgan Stanley
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|
7,787 | $1,627,794 | |
| 4 | EVR |
Evercore Inc.
|
3,750 | $1,280,400 | |
| 5 | GLXY |
Galaxy Digital Inc.
|
44,950 | $1,228,933 | |
| 6 | SCHW |
Schwab Charles Corp
|
8,084 | $745,910 | |
| 7 | HOOD |
Robinhood Markets, Inc.
|
3,505 | $351,481 | |
| 8 | IREN |
IREN Ltd
|
6,654 | $304,287 |
All Filings in MS
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,627,794 | 7,787 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $1,098,011 | 6,672 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $1,209,689 | 6,814 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $1,010,190 | 6,355 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $1,281,544 | 9,098 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $752,404 | 6,449 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $285,132 | 2,268 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $208,688 | 2,002 | Shares | Sole | 2024-10-17 | |
| 2023-12-31 | $418,412 | 4,487 | Shares | Sole | 2024-01-25 | |
| 2023-09-30 | $427,869 | 5,239 | Shares | Sole | 2023-10-16 | |
| 2023-06-30 | $479,435 | 5,614 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $505,552 | 5,758 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $508,334 | 5,979 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $447,749 | 5,667 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $384,026 | 5,049 | Shares | Sole | 2022-08-09 | |
| 2022-03-31 | $321,369 | 3,677 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $210,847 | 2,148 | Shares | Sole | 2022-02-02 | |
| No filing history on record for this holder in this stock. | ||||||