PFG Advisors

Position in MS — Morgan Stanley

CIK 1694435 Phoenix, AZ

Position in MS

as of Jun 30, 2026 · filed Jul 16, 2026 Compact

Position Value

$324,639

-$122,991 QoQ

Shares Held

1,553

-42.9% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.05%

of 13F equity value

Holder Rank

#2,079

of 2,723 holders

Holding Since

Dec 2022

15 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

PFG Advisors holds $3,878,030 across 6 Capital Markets names. MS ranks #5 (8.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	IBKR	Interactive Brokers Group, Inc.	17,408	$1,515,192
2	GS	Goldman Sachs Group Inc	618	$625,026
3	HOOD	Robinhood Markets, Inc.	5,612	$562,771
4	SCHW	Schwab Charles Corp	6,030	$556,388
5	MS	Morgan Stanley This page	1,553	$324,639
6	GLXY	Galaxy Digital Inc.	10,754	$294,014

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$324,639	1,553	-42.9%	Shares	Sole	2026-07-16
2026-03-31	$447,630	2,720	-10.1%	Shares	Sole	2026-05-05
2025-12-31	$536,850	3,024	-26.6%	Shares	Sole	2026-01-27
2025-09-30	$655,074	4,121	+9.8%	Shares	Sole	2025-11-13
2025-06-30	$528,647	3,753	+21.5%	Shares	Sole	2025-08-07
2025-03-31	$360,276	3,088	+23.2%	Shares	Sole	2025-05-06
2024-12-31	$315,054	2,506	-5.9%	Shares	Sole	2025-02-07
2024-09-30	$277,486	2,662	-11.6%	Shares	Sole	2024-10-15
2024-06-30	$292,833	3,013	+1.8%	Shares	Sole	2024-08-08
2024-03-31	$278,807	2,961	+25.5%	Shares	Sole	2024-05-07
2023-12-31	$220,070	2,360	-9.1%	Shares	Sole	2024-01-19
2023-09-30	$212,015	2,596	+8.2%	Shares	Sole	2023-10-13
2023-06-30	$204,960	2,400	+0.5%	Shares	Sole	2023-07-20
2023-03-31	$209,666	2,388	-15.1%	Shares	Sole	2023-04-21
2022-12-31	$239,076	2,812	—	Shares	Sole	2023-01-30
No filing history on record for this holder in this stock.