Position in MS
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$1,552,749
+$385,619 QoQ
Shares Held
7,428
+4.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.50%
of 13F equity value
Holder Rank
#1,199
of 2,723 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 51%
Shared 0%
None 49%
Common Shares in MS Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026WESPAC Advisors SoCal, LLC holds $12,820,938 across 4 Capital Markets names. MS ranks #3 (12.1% of the industry book) .
All Filings in MS
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,552,749 | 7,428 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $1,167,130 | 7,092 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $450,038 | 2,535 | Shares | Sole | 2026-01-07 | |
| No filing history on record for this holder in this stock. | ||||||