Position in MS
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$328,192
+$127,761 QoQ
Shares Held
1,570
+39.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#2,068
of 2,723 holders
Holding Since
Dec 2025
2 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 Jun 30, 2026Faithward Advisors, LLC holds $16,145,091 across 8 Capital Markets names. MS ranks #8 (2.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IBKR |
Interactive Brokers Group, Inc.
|
75,817 | $6,599,111 | |
| 2 | HLI |
Houlihan Lokey, Inc.
|
20,481 | $2,747,116 | |
| 3 | HOOD |
Robinhood Markets, Inc.
|
23,265 | $2,333,014 | |
| 4 | GLXY |
Galaxy Digital Inc.
|
62,329 | $1,704,074 | |
| 5 | FIGR |
Figure Technology Solutions, Inc.
|
54,119 | $1,661,994 | |
| 6 | GS |
Goldman Sachs Group Inc
|
402 | $406,570 | |
| 7 | SCHW |
Schwab Charles Corp
|
3,956 | $365,020 | |
| 8 | MS |
Morgan Stanley
This page
|
1,570 | $328,192 |
All Filings in MS
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $328,192 | 1,570 | Shares | Sole | 2026-08-12 | |
| 2025-12-31 | $200,431 | 1,129 | Shares | Sole | 2026-02-17 | |
| No filing history on record for this holder in this stock. | ||||||