Position in MS
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$400,938
+$85,293 QoQ
Shares Held
1,918
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.19%
of 13F equity value
Holder Rank
#1,947
of 2,723 holders
Holding Since
Jun 2025
5 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, 2026FLC Capital Advisors holds $2,509,536 across 3 Capital Markets names. MS ranks #3 (16.0% of the industry book) .
All Filings in MS
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $400,938 | 1,918 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $315,645 | 1,918 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $283,160 | 1,595 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $253,541 | 1,595 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $224,671 | 1,595 | Shares | Sole | 2025-07-29 | |
| No filing history on record for this holder in this stock. | ||||||