Symmetry Partners, LLC

Position in MS — Morgan Stanley

CIK 1697493 GLASTONBURY, CT

Position in MS

as of Jun 30, 2026 · filed Jul 23, 2026 Compact

Position Value

$660,566

+$377,012 QoQ

Shares Held

3,160

+83.4% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.40%

of 13F equity value

Holder Rank

#1,637

of 2,723 holders

Holding Since

Mar 2020

20 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Symmetry Partners, LLC holds $1,297,728 across 2 Capital Markets names. MS ranks #1 (50.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	MS	Morgan Stanley This page	3,160	$660,566
2	GS	Goldman Sachs Group Inc	630	$637,162

20 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$660,566	3,160	+83.4%	Shares	Sole	2026-07-23
2026-03-31	$283,554	1,723	-89.5%	Shares	Sole	2026-04-27
2024-06-30	$1,590,514	16,365	-3.5%	Shares	Sole	2024-07-11
2024-03-31	$1,596,294	16,953	-33.3%	Shares	Sole	2024-04-02
2023-12-31	$2,370,788	25,424	-13.1%	Shares	Sole	2024-01-02
2023-09-30	$2,390,072	29,265	0.0%	Shares	Sole	2023-10-10
2023-06-30	$2,499,231	29,265	-6.4%	Shares	Sole	2023-07-05
2023-03-31	$2,744,979	31,264	0.0%	Shares	Sole	2023-04-03
2022-12-31	$2,658,065	31,264	-4.0%	Shares	Sole	2023-01-06
2022-09-30	$2,572,486	32,559	0.0%	Shares	Sole	2022-10-03
2022-06-30	$2,476,437	32,559	-2.2%	Shares	Sole	2022-07-11
2022-03-31	$2,909,720	33,292	0.0%	Shares	Sole	2022-04-04
2021-12-31	$3,267,942	33,292	-3.1%	Shares	Sole	2022-01-11
2021-09-30	$3,342,598	34,350	0.0%	Shares	Sole	2021-10-18
2021-06-30	$3,149,551	34,350	-0.6%	Shares	Sole	2021-07-07
2021-03-31	$2,683,541	34,555	+6.0%	Shares	Sole	2021-05-03
2020-12-31	$2,234,626	32,608	+10.7%	Shares	Sole	2021-02-18
2020-09-30	$1,424,536	29,463	+77.1%	Shares	Sole	2020-11-03
2020-06-30	$803,567	16,637	+84.9%	Shares	Sole	2020-07-20
2020-03-31	$305,966	8,999	—	Shares	Sole	2020-05-15
No filing history on record for this holder in this stock.