Position in MS
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$2,274,851
+$216,391 QoQ
Shares Held
13,823
+19.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
23 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in MS Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Mar 31, 2026Larson Financial Group LLC holds $9,400,913 across 41 Capital Markets names. MS ranks #1 (24.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
This page
|
13,823 | $2,274,851 | |
| 2 | GS |
Goldman Sachs Group Inc
|
2,645 | $2,237,643 | |
| 3 | SCHW |
Schwab Charles Corp
|
17,261 | $1,622,188 | |
| 4 | MKTX |
Marketaxess Holdings Inc
|
3,410 | $562,581 | |
| 5 | LPLA |
LPL Financial Holdings Inc.
|
1,778 | $534,875 | |
| 6 | BMNR |
Bitmine Immersion Technologies, Inc.
|
20,116 | $397,894 | |
| 7 | SF |
Stifel Financial Corp
|
5,356 | $395,915 | |
| 8 | HOOD |
Robinhood Markets, Inc.
|
5,341 | $370,131 |
All Filings in MS
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,274,851 | 13,823 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $2,058,460 | 11,595 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $1,853,314 | 11,659 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,506,075 | 10,692 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $891,008 | 7,637 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $538,333 | 4,282 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $408,308 | 3,917 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $471,954 | 4,856 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $235,870 | 2,505 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $144,630 | 1,551 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $126,425 | 1,548 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $15,201 | 178 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $37,315 | 425 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $15,133 | 178 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $14,063 | 178 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $28,750 | 378 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $33,037 | 378 | Shares | Sole | 2022-05-05 | |
| 2021-12-31 | $37,104 | 378 | Shares | Sole | 2022-02-03 | |
| 2021-09-30 | $64,419 | 662 | Shares | Sole | 2021-11-04 | |
| 2021-06-30 | $60,240 | 657 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $50,789 | 654 | Shares | Sole | 2021-05-06 | |
| 2020-06-30 | $26,226 | 543 | Shares | Sole | 2020-07-10 | |
| 2020-03-31 | $11,526 | 339 | Shares | Sole | 2020-04-09 | |
| No filing history on record for this holder in this stock. | ||||||