Legacy Financial Advisors, Inc.

Position in MS — Morgan Stanley

CIK 1730810 COVINGTON, KY

Position in MS

as of Jun 30, 2026 · filed Aug 5, 2026 Compact

Position Value

$1,348,098

+$395,238 QoQ

Shares Held

6,449

+11.4% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.29%

of 13F equity value

Holder Rank

#1,260

of 2,723 holders

Holding Since

Dec 2020

23 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Legacy Financial Advisors, Inc. holds $5,052,745 across 5 Capital Markets names. MS ranks #2 (26.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GS	Goldman Sachs Group Inc	1,757	$1,776,977
2	MS	Morgan Stanley This page	6,449	$1,348,098
3	SCHW	Schwab Charles Corp	13,756	$1,269,266
4	CLSK	Cleanspark, Inc.	27,233	$396,240
5	IBKR	Interactive Brokers Group, Inc.	3,012	$262,164

23 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,348,098	6,449	+11.4%	Shares	Sole	2026-08-05
2026-03-31	$952,860	5,790	+8.4%	Shares	Sole	2026-04-30
2025-12-31	$948,187	5,341	-13.5%	Shares	Sole	2026-02-04
2025-09-30	$981,419	6,174	+0.2%	Shares	Sole	2025-11-10
2025-06-30	$867,697	6,160	+2.6%	Shares	Sole	2025-08-07
2025-03-31	$700,720	6,006	-5.5%	Shares	Sole	2025-05-14
2024-12-31	$799,327	6,358	+6.3%	Shares	Sole	2025-02-13
2024-09-30	$623,250	5,979	-14.6%	Shares	Sole	2024-11-14
2024-06-30	$680,427	7,001	+18.8%	Shares	Sole	2024-08-13
2024-03-31	$554,979	5,894	+1.2%	Shares	Sole	2024-05-14
2023-12-31	$542,901	5,822	+4.7%	Shares	Sole	2024-02-13
2023-09-30	$454,166	5,561	-1.6%	Shares	Sole	2023-11-13
2023-06-30	$482,766	5,653	-1.8%	Shares	Sole	2023-08-08
2023-03-31	$505,640	5,759	-1.5%	Shares	Sole	2023-05-03
2022-12-31	$497,026	5,846	+25.2%	Shares	Sole	2023-02-06
2022-09-30	$368,976	4,670	+13.3%	Shares	Sole	2022-11-09
2022-06-30	$313,519	4,122	-11.7%	Shares	Sole	2022-08-08
2022-03-31	$407,808	4,666	+2.3%	Shares	Sole	2022-05-04
2021-12-31	$447,805	4,562	+2.3%	Shares	Sole	2022-02-04
2021-09-30	$434,002	4,460	+17.2%	Shares	Sole	2021-10-26
2021-06-30	$348,880	3,805	+2.8%	Shares	Sole	2021-07-21
2021-03-31	$287,497	3,702	+6.3%	Shares	Sole	2021-04-28
2020-12-31	$238,758	3,484	—	Shares	Sole	2021-02-02
No filing history on record for this holder in this stock.