Position in MS
as of Mar 31, 2026
· filed May 8, 2026
Position Value
$14,258,673
-$3,797,193 QoQ
Shares Held
86,642
-14.8% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 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 Mar 31, 2026Steward Partners Investment Advisory, LLC holds $100,924,910 across 37 Capital Markets names. MS ranks #3 (14.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
48,326 | $40,883,312 | |
| 2 | SCHW |
Schwab Charles Corp
|
257,219 | $24,173,441 | |
| 3 | MS |
Morgan Stanley
This page
|
86,642 | $14,258,673 | |
| 4 | IBKR |
Interactive Brokers Group, Inc.
|
116,029 | $7,782,065 | |
| 5 | HOOD |
Robinhood Markets, Inc.
|
64,422 | $4,464,444 | |
| 6 | SF |
Stifel Financial Corp
|
38,807 | $2,868,613 | |
| 7 | IREN |
IREN Ltd
|
27,712 | $949,967 | |
| 8 | LPLA |
LPL Financial Holdings Inc.
|
3,030 | $911,514 |
All Filings in MS
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $14,258,673 | 86,642 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $18,055,866 | 101,706 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $15,777,574 | 99,255 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $13,382,826 | 95,008 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $11,065,682 | 94,846 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $8,972,007 | 71,365 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $6,913,926 | 66,327 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $5,049,798 | 51,958 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $7,132,149 | 75,745 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $6,033,368 | 64,701 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $4,523,782 | 55,391 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $3,431,628 | 40,183 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $3,673,815 | 41,843 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $3,719,795 | 43,752 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $3,169,170 | 40,111 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $3,451,374 | 45,377 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $4,268,616 | 48,840 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $3,945,050 | 40,190 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $3,694,374 | 37,965 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $3,378,318 | 36,845 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $2,972,591 | 38,277 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $2,351,812 | 34,318 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $1,079,752 | 22,332 | Shares | Sole | 2020-10-30 | |
| 2020-06-30 | $518,790 | 10,741 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 | $337,824 | 9,936 | Shares | Sole | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||