Position in MS
as of Mar 31, 2026
· filed Apr 20, 2026
Position Value
$24,914,252
-$2,766,225 QoQ
Shares Held
151,390
-2.9% QoQ
Ownership
0.010%
of shares outstanding
% of Portfolio
0.57%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2020
23 quarters on record
Common Shares in MS Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Mar 31, 2026KESTRA PRIVATE WEALTH SERVICES, LLC holds $64,937,739 across 14 Capital Markets names. MS ranks #2 (38.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
32,551 | $27,537,820 | |
| 2 | MS |
Morgan Stanley
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|
151,390 | $24,914,252 | |
| 3 | SCHW |
Schwab Charles Corp
|
41,906 | $3,938,325 | |
| 4 | HOOD |
Robinhood Markets, Inc.
|
44,941 | $3,114,411 | |
| 5 | BMNR |
Bitmine Immersion Technologies, Inc.
|
96,730 | $1,913,319 | |
| 6 | IREN |
IREN Ltd
|
23,437 | $803,420 | |
| 7 | IBKR |
Interactive Brokers Group, Inc.
|
9,658 | $647,762 | |
| 8 | EVR |
Evercore Inc.
|
1,895 | $565,676 |
All Filings in MS
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23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $24,914,252 | 151,390 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $27,680,477 | 155,920 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $24,605,736 | 154,792 | Shares | Sole | 2025-11-17 | |
| 2025-06-30 | $20,580,068 | 146,103 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $16,871,182 | 144,606 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $17,108,480 | 136,084 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $13,432,157 | 128,858 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $12,964,465 | 133,393 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $11,502,303 | 122,157 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $10,435,048 | 111,904 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $7,510,373 | 91,960 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $6,733,106 | 78,842 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $6,743,215 | 76,802 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $6,493,487 | 76,376 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $2,532,033 | 32,047 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $2,084,956 | 27,412 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $2,626,195 | 30,048 | Shares | Sole | 2022-07-21 | |
| 2021-12-31 | $2,309,214 | 23,525 | Shares | Sole | 2022-07-21 | |
| 2021-09-30 | $1,724,625 | 17,723 | Shares | Sole | 2022-07-26 | |
| 2021-06-30 | $1,817,204 | 19,819 | Shares | Sole | 2022-07-27 | |
| 2021-03-31 | $1,518,485 | 19,553 | Shares | Sole | 2022-07-27 | |
| 2020-12-31 | $1,206,539 | 17,606 | Shares | Sole | 2022-07-28 | |
| 2020-09-30 | $485,192 | 10,035 | Shares | Sole | 2022-07-28 | |
| No filing history on record for this holder in this stock. | ||||||