Position in MS
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$7,623,479
+$1,110,951 QoQ
Shares Held
36,469
-7.8% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
1.87%
of 13F equity value
Holder Rank
#631
of 2,723 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in MS Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026Stokes Capital Advisors, LLC holds $7,907,673 across 2 Capital Markets names. MS ranks #1 (96.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
This page
|
36,469 | $7,623,479 | |
| 2 | GS |
Goldman Sachs Group Inc
|
281 | $284,194 |
All Filings in MS
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,623,479 | 36,469 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $6,512,528 | 39,573 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $3,585,218 | 20,195 | Shares | Sole | 2026-01-12 | |
| No filing history on record for this holder in this stock. | ||||||