Patriot Financial Group Insurance Agency, LLC

Insurance

Position in MS — Morgan Stanley

CIK 1694883 Westborough, MA

Position in MS

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

Position Value

$1,002,346

-$639,733 QoQ

Shares Held

4,795

-51.9% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.22%

of 13F equity value

Holder Rank

#1,396

of 2,722 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Patriot Financial Group Insurance Agency, LLC holds $6,682,971 across 4 Capital Markets names. MS ranks #2 (15.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SCHW	Schwab Charles Corp	48,934	$4,515,140
2	MS	Morgan Stanley This page	4,795	$1,002,346
3	GS	Goldman Sachs Group Inc	902	$912,255
4	LPLA	LPL Financial Holdings Inc.	899	$253,230

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,002,346	4,795	-51.9%	Shares	Sole	2026-07-16
2026-03-31	$1,642,079	9,978	+105.9%	Shares	Sole	2026-04-22
2025-12-31	$860,310	4,846	+0.8%	Shares	Sole	2026-01-26
2025-09-30	$764,279	4,808	-0.1%	Shares	Sole	2025-10-08
2025-06-30	$677,818	4,812	-10.1%	Shares	Sole	2025-07-21
2025-03-31	$624,767	5,355	+0.2%	Shares	Sole	2025-04-14
2024-12-31	$671,847	5,344	-2.2%	Shares	Sole	2025-01-22
2024-09-30	$569,671	5,465	-2.7%	Shares	Sole	2024-10-24
2024-06-30	$545,624	5,614	-8.7%	Shares	Sole	2024-07-26
2024-03-31	$579,084	6,150	-2.7%	Shares	Sole	2024-04-30
2023-12-31	$589,246	6,319	+4.8%	Shares	Sole	2024-01-19
2023-09-30	$492,388	6,029	-4.0%	Shares	Sole	2023-10-19
2023-06-30	$536,312	6,280	+0.3%	Shares	Sole	2023-07-17
2023-03-31	$549,540	6,259	+16.1%	Shares	Sole	2023-04-20
2022-12-31	$458,257	5,390	-1.4%	Shares	Sole	2023-01-17
2022-09-30	$432,026	5,468	+0.6%	Shares	Sole	2022-11-01
2022-06-30	$413,233	5,433	-7.0%	Shares	Sole	2022-07-29
2022-03-31	$510,678	5,843	-11.0%	Shares	Sole	2022-05-11
2021-12-31	$644,616	6,567	+1.4%	Shares	Sole	2022-01-10
2021-09-30	$630,276	6,477	-0.5%	Shares	Sole	2021-11-24
2021-06-30	$596,626	6,507	-8.6%	Shares	Sole	2021-07-30
2021-03-31	$552,939	7,120	+3.3%	Shares	Sole	2021-04-29
2020-12-31	$472,377	6,893	+12.6%	Shares	Sole	2021-01-15
2020-09-30	$295,902	6,120	-1.3%	Shares	Sole	2020-10-21
2020-06-30	$299,556	6,202	+8.4%	Shares	Sole	2020-07-10
2020-03-31	$194,548	5,722	—	Shares	Sole	2020-04-15
No filing history on record for this holder in this stock.