Position in MS
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$4,591,772
+$763,693 QoQ
Shares Held
21,966
+1.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.40%
of 13F equity value
Holder Rank
#772
of 2,723 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 14%
Shared 0%
None 86%
Common Shares in MS Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026IFG Advisory, LLC holds $9,105,621 across 18 Capital Markets names. MS ranks #1 (50.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
This page
|
21,966 | $4,591,772 | |
| 2 | SCHW |
Schwab Charles Corp
|
29,741 | $2,744,202 | |
| 3 | GS |
Goldman Sachs Group Inc
|
1,289 | $1,303,655 | |
| 4 | LPLA |
LPL Financial Holdings Inc.
|
872 | $245,624 | |
| 5 | IREN |
IREN Ltd
|
1,877 | $85,835 | |
| 6 | HIVE |
HIVE Digital Technologies Ltd.
|
8,200 | $29,848 | |
| 7 | HOOD |
Robinhood Markets, Inc.
|
290 | $29,081 | |
| 8 | BMNR |
Bitmine Immersion Technologies, Inc.
|
1,890 | $25,155 |
All Filings in MS
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,591,772 | 21,966 | Shares | Sole | 2026-08-14 | |
| 2025-12-31 | $3,828,079 | 21,563 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $3,428,767 | 21,570 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $3,066,099 | 21,767 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $2,620,291 | 22,459 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $2,591,466 | 20,613 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $2,154,536 | 20,669 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $1,980,829 | 20,381 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $1,938,660 | 20,589 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $1,852,131 | 19,862 | Shares | Sole | 2024-01-17 | |
| 2023-09-30 | $1,601,793 | 19,613 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $1,693,567 | 19,831 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $1,745,639 | 19,882 | Shares | Sole | 2023-04-26 | |
| 2022-12-31 | $1,287,287 | 15,141 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $1,270,796 | 16,084 | Shares | Sole | 2022-10-28 | |
| 2022-06-30 | $506,787 | 6,663 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $1,830,855 | 20,948 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $2,157,066 | 21,975 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $2,433,820 | 25,011 | Shares | Sole | 2021-10-12 | |
| 2021-06-30 | $2,064,492 | 22,516 | Shares | Sole | 2021-07-21 | |
| 2021-03-31 | $620,115 | 7,985 | Shares | Sole | 2021-04-19 | |
| 2020-12-31 | $465,524 | 6,793 | Shares | Sole | 2021-02-08 | |
| 2020-09-30 | $328,441 | 6,793 | Shares | Sole | 2020-11-02 | |
| 2020-06-30 | $339,162 | 7,022 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $323,136 | 9,504 | Shares | Sole | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||