Johnson Financial Group, LLC

Position in MS — Morgan Stanley

CIK 1706327 Denver, CO

Position in MS

as of Jun 30, 2026 · filed Aug 6, 2026 Compact

Position Value

$884,239

+$581,595 QoQ

Shares Held

4,230

+130.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.17%

of 13F equity value

Holder Rank

#1,477

of 2,723 holders

Holding Since

Mar 2021

7 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Johnson Financial Group, LLC holds $1,983,117 across 4 Capital Markets names. MS ranks #1 (44.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MS	Morgan Stanley This page	4,230	$884,239
2	GS	Goldman Sachs Group Inc	708	$716,049
3	SCHW	Schwab Charles Corp	3,182	$293,603
4	NAKA	Nakamoto Inc.	22,589	$89,226

7 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$884,239	4,230	+130.0%	Shares	Sole	2026-08-06
2026-03-31	$302,644	1,839	+53.1%	Shares	Sole	2026-05-14
2025-12-31	$213,213	1,201	-76.2%	Shares	Sole	2026-02-10
2021-12-31	$494,530	5,038	-26.5%	Shares	Sole	2022-02-11
2021-09-30	$666,670	6,851	-31.2%	Shares	Sole	2021-11-15
2021-06-30	$913,324	9,961	+28.2%	Shares	Sole	2021-08-12
2021-03-31	$603,418	7,770	—	Shares	Sole	2021-05-12
No filing history on record for this holder in this stock.