Phoenix Financial Ltd.

Position in MS — Morgan Stanley

CIK 1679543 Givatayim, L3

Position in MS

as of Mar 31, 2026 · filed May 11, 2026 Compact

Position Value

$2,228,771

-$1,549,421 QoQ

Shares Held

13,543

-36.4% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Jun 2020

14 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Mar 31, 2026

Phoenix Financial Ltd. holds $9,258,236 across 11 Capital Markets names. MS ranks #2 (24.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GS	Goldman Sachs Group Inc	5,645	$4,775,613
2	MS	Morgan Stanley This page	13,543	$2,228,771
3	WULF	Terawulf Inc.	22,359	$322,640
4	IREN	IREN Ltd	8,250	$282,810
5	HUT	Hut 8 Corp.	5,801	$272,124
6	RIOT	Riot Platforms, Inc.	21,142	$261,315
7	HOOD	Robinhood Markets, Inc.	3,754	$260,152
8	CLSK	Cleanspark, Inc.	30,000	$255,300

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$2,228,771	13,543	-36.4%	Shares	Sole	2026-05-11
2025-12-31	$3,778,192	21,282	+80.3%	Shares	Sole	2026-02-05
2025-09-30	$1,876,362	11,804	+5.3%	Shares	Sole	2025-11-13
2025-06-30	$1,578,758	11,208	+312.2%	Shares	Sole	2025-07-30
2024-06-30	$264,259	2,719	-3.5%	Shares	Defined	2024-08-12
2024-03-31	$265,248	2,817	-84.5%	Shares	Defined	2024-05-15
2022-12-31	$1,542,347	18,141	-43.0%	Shares	Sole	2023-02-13
2022-09-30	$2,514,334	31,823	+15.3%	Shares	Sole	2022-11-10
2022-06-30	$2,099,711	27,606	+70.3%	Shares	Sole	2022-08-15
2022-03-31	$1,416,754	16,210	-97.2%	Shares	Sole	2022-05-10
2021-03-31	$44,858,123	577,622	+0.1%	Shares	Sole	2021-05-10
2020-12-31	$39,531,050	576,843	+29.2%	Shares	Sole	2021-02-11
2020-09-30	$21,589,290	446,521	+26.0%	Shares	Sole	2020-11-10
2020-06-30	$17,116,795	354,385	—	Shares	Sole	2020-08-10
No filing history on record for this holder in this stock.