Position in MS
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$2,185,304
-$89,547 QoQ
Shares Held
10,454
-24.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#1,042
of 2,722 holders
Holding Since
Mar 2020
24 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in MS Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026Larson Financial Group LLC holds $13,279,679 across 41 Capital Markets names. MS ranks #2 (16.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
6,299 | $6,370,619 | |
| 2 | MS |
Morgan Stanley
This page
|
10,454 | $2,185,304 | |
| 3 | SCHW |
Schwab Charles Corp
|
17,473 | $1,612,233 | |
| 4 | LPLA |
LPL Financial Holdings Inc.
|
2,128 | $599,415 | |
| 5 | HOOD |
Robinhood Markets, Inc.
|
5,061 | $507,517 | |
| 6 | SF |
Stifel Financial Corp
|
5,467 | $381,432 | |
| 7 | MRX |
Marex Group Ltd
|
5,409 | $329,678 | |
| 8 | IBKR |
Interactive Brokers Group, Inc.
|
2,211 | $192,445 |
All Filings in MS
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,185,304 | 10,454 | Shares | Sole | 2026-08-14 | |
| 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. | ||||||