Position in MS
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$606,843
+$169,910 QoQ
Shares Held
2,903
+9.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#1,682
of 2,721 holders
Holding Since
Dec 2023
10 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, 2026Legacy Advisors, LLC holds $1,171,187 across 2 Capital Markets names. MS ranks #1 (51.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
This page
|
2,903 | $606,843 | |
| 2 | GS |
Goldman Sachs Group Inc
|
558 | $564,344 |
All Filings in MS
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $606,843 | 2,903 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $436,933 | 2,655 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $487,497 | 2,746 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $347,168 | 2,184 | Shares | Sole | 2025-11-13 | |
| 2025-03-31 | $829,873 | 7,113 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $819,442 | 6,518 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $598,233 | 5,739 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $480,604 | 4,945 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $352,911 | 3,748 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $313,786 | 3,365 | Shares | Sole | 2024-02-12 | |
| No filing history on record for this holder in this stock. | ||||||