Position in MS
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$10,286,649
+$8,567,716 QoQ
Shares Held
49,209
+371.1% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.50%
of 13F equity value
Holder Rank
#552
of 2,723 holders
Holding Since
Mar 2023
14 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, 2026AlphaCore Capital LLC holds $22,192,535 across 11 Capital Markets names. MS ranks #1 (46.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
This page
|
49,209 | $10,286,649 | |
| 2 | GS |
Goldman Sachs Group Inc
|
6,606 | $6,681,110 | |
| 3 | JEF |
Jefferies Financial Group Inc.
|
49,416 | $2,469,811 | |
| 4 | SCHW |
Schwab Charles Corp
|
6,454 | $595,510 | |
| 5 | EVR |
Evercore Inc.
|
1,680 | $573,619 | |
| 6 | IREN |
IREN Ltd
|
9,784 | $447,422 | |
| 7 | LPLA |
LPL Financial Holdings Inc.
|
1,140 | $321,115 | |
| 8 | IBKR |
Interactive Brokers Group, Inc.
|
2,846 | $247,715 |
All Filings in MS
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $10,286,649 | 49,209 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $1,718,933 | 10,445 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $2,094,321 | 11,797 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $1,469,903 | 9,247 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $1,122,654 | 7,970 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $797,322 | 6,834 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $680,396 | 5,412 | Shares | Sole | 2025-02-21 | |
| 2024-09-30 | $513,173 | 4,923 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $435,119 | 4,477 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $277,395 | 2,946 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $366,379 | 3,929 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $557,152 | 6,822 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $600,618 | 7,033 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $719,257 | 8,192 | Shares | Sole | 2023-05-12 | |
| No filing history on record for this holder in this stock. | ||||||