Keystone Financial Group

Position in MS — Morgan Stanley

CIK 1729299 LEXINGTON, KY

Position in MS

as of Mar 31, 2026 · filed May 13, 2026 Compact

Position Value

$571,222

+$268,179 QoQ

Shares Held

3,471

+103.3% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.08%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Jun 2021

13 quarters on record

Voting authority Sole 0.ToString("F0")% Shared 0.ToString("F0")% None 100.ToString("F0")%

Financial Services · as of Mar 31, 2026

Keystone Financial Group holds $1,761,726 across 4 Capital Markets names. MS ranks #2 (32.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GS	Goldman Sachs Group Inc	1,039	$878,983
2	MS	Morgan Stanley This page	3,471	$571,222
3	SCHW	Schwab Charles Corp	2,719	$255,531
4	PURR	Hyperliquid Strategies Inc	11,000	$55,990

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$571,222	3,471	+103.3%	Shares	Sole	2026-05-13
2025-12-31	$303,043	1,707	+0.4%	Shares	Sole	2026-02-06
2025-09-30	$270,232	1,700	+6.4%	Shares	Sole	2025-11-17
2025-06-30	$224,953	1,597	-44.7%	Shares	Sole	2025-08-13
2023-09-30	$235,699	2,886	0.0%	Shares	Sole	2023-11-06
2023-06-30	$246,464	2,886	0.0%	Shares	Sole	2023-08-07
2022-12-31	$245,367	2,886	0.0%	Shares	Sole	2023-02-07
2022-09-30	$228,022	2,886	+1.2%	Shares	Sole	2022-11-10
2022-06-30	$216,847	2,851	+11.5%	Shares	Sole	2022-08-05
2022-03-31	$223,394	2,556	0.0%	Shares	Sole	2022-05-13
2021-12-31	$250,896	2,556	-0.8%	Shares	Sole	2022-02-11
2021-09-30	$250,670	2,576	+1.2%	Shares	Sole	2021-11-12
2021-06-30	$233,442	2,546	—	Shares	Sole	2021-08-13
No filing history on record for this holder in this stock.