First Command Advisory Services, Inc.

Position in MS — Morgan Stanley

CIK 1727336 FORT WORTH, TX

Position in MS

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$121,033

+$63,764 QoQ

Shares Held

579

+66.4% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

#2,487

of 2,722 holders

Holding Since

Jun 2020

13 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

First Command Advisory Services, Inc. holds $1,079,954 across 9 Capital Markets names. MS ranks #3 (11.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GS	Goldman Sachs Group Inc	586	$592,662
2	HOOD	Robinhood Markets, Inc.	1,742	$174,687
3	MS	Morgan Stanley This page	579	$121,033
4	SCHW	Schwab Charles Corp	1,159	$106,940
5	IBKR	Interactive Brokers Group, Inc.	368	$32,030
6	LPLA	LPL Financial Holdings Inc.	85	$23,942
7	SNEX	StoneX Group Inc.	258	$20,382
8	SF	Stifel Financial Corp	334	$6,669

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$121,033	579	+66.4%	Shares	Sole	2026-08-10
2026-03-31	$57,269	348	+411.8%	Shares	Sole	2026-05-07
2025-12-31	$12,072	68	+9.7%	Shares	Sole	2026-02-11
2024-06-30	$6,025	62	+287.5%	Shares	Sole	2024-07-26
2024-03-31	$188	16	-63.6%	Shares	Sole	2024-05-02
2023-12-31	$4,103	44	+144.4%	Shares	Sole	2024-02-01
2021-12-31	$1,766	18	0.0%	Shares	Sole	2022-01-25
2021-09-30	$1,751	18	0.0%	Shares	Sole	2021-11-12
2021-06-30	$1,650	18	0.0%	Shares	Sole	2021-07-20
2021-03-31	$1,397	18	0.0%	Shares	Sole	2021-04-20
2020-12-31	$1,233	18	0.0%	Shares	Sole	2021-01-19
2020-09-30	$870	18	0.0%	Shares	Sole	2020-10-19
2020-06-30	$869	18	—	Shares	Sole	2020-08-05
No filing history on record for this holder in this stock.