Position in MS
as of Mar 31, 2026
· filed May 4, 2026
Position Value
$2,604,649
+$189,886 QoQ
Shares Held
15,827
+16.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2020
22 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in MS Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Mar 31, 2026Mutual Advisors, LLC holds $12,926,491 across 6 Capital Markets names. MS ranks #2 (20.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
6,922 | $5,855,942 | |
| 2 | MS |
Morgan Stanley
This page
|
15,827 | $2,604,649 | |
| 3 | HOOD |
Robinhood Markets, Inc.
|
19,350 | $1,340,955 | |
| 4 | GOLD |
Gold.com, Inc.
|
30,161 | $1,208,852 | |
| 5 | SCHW |
Schwab Charles Corp
|
12,546 | $1,179,073 | |
| 6 | FIGR |
Figure Technology Solutions, Inc.
|
21,709 | $737,020 |
All Filings in MS
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22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,604,649 | 15,827 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $2,414,763 | 13,602 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $2,103,358 | 13,232 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $1,755,115 | 12,460 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $1,321,637 | 11,328 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $1,359,410 | 10,813 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $1,499,805 | 14,388 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $1,561,162 | 16,063 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $1,207,413 | 12,823 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $2,825,102 | 30,296 | Shares | Sole | 2024-01-12 | |
| 2023-09-30 | $1,968,247 | 24,100 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $1,385,358 | 16,222 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $994,774 | 11,330 | Shares | Sole | 2023-04-11 | |
| 2022-12-31 | $842,633 | 9,911 | Shares | Sole | 2023-01-12 | |
| 2022-09-30 | $692,917 | 8,770 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $536,831 | 7,058 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $591,872 | 6,772 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $527,021 | 5,369 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $568,485 | 5,842 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $584,890 | 6,379 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $466,814 | 6,011 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $353,614 | 5,160 | Shares | Sole | 2021-02-11 | |
| No filing history on record for this holder in this stock. | ||||||