Castleview Partners, LLC

Position in MS — Morgan Stanley

CIK 1737088 DALLAS, TX

Position in MS

as of Jun 30, 2026 · filed Jul 20, 2026 Compact

Position Value

$768,222

+$216,419 QoQ

Shares Held

3,675

+9.6% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.67%

of 13F equity value

Holder Rank

#1,562

of 2,723 holders

Holding Since

Jun 2021

20 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Castleview Partners, LLC holds $1,350,771 across 2 Capital Markets names. MS ranks #1 (56.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	MS	Morgan Stanley This page	3,675	$768,222
2	GS	Goldman Sachs Group Inc	576	$582,549

20 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$768,222	3,675	+9.6%	Shares	Sole	2026-07-20
2026-03-31	$551,803	3,353	+7.9%	Shares	Sole	2026-05-01
2025-12-31	$551,585	3,107	+15.9%	Shares	Sole	2026-01-12
2025-09-30	$426,171	2,681	-10.1%	Shares	Sole	2025-10-10
2025-06-30	$420,044	2,982	+21.0%	Shares	Sole	2025-07-16
2025-03-31	$287,591	2,465	-4.1%	Shares	Sole	2025-04-22
2024-12-31	$323,100	2,570	+5.3%	Shares	Sole	2025-01-21
2024-09-30	$254,345	2,440	+4.7%	Shares	Sole	2024-10-21
2024-06-30	$226,549	2,331	-12.8%	Shares	Sole	2024-07-31
2024-03-31	$251,595	2,672	+32.4%	Shares	Sole	2024-05-10
2023-12-31	$188,178	2,018	+25.2%	Shares	Sole	2024-02-05
2023-09-30	$131,652	1,612	+0.7%	Shares	Sole	2023-10-26
2023-06-30	$136,725	1,601	-37.8%	Shares	Sole	2023-08-15
2023-03-31	$225,909	2,573	+7.3%	Shares	Sole	2023-05-16
2022-12-31	$203,792	2,397	-10.5%	Shares	Sole	2023-02-01
2022-09-30	$211,509	2,677	+15647.1%	Shares	Sole	2022-11-10
2022-06-30	$1,293	17	-99.3%	Shares	Sole	2022-08-17
2022-03-31	$207,312	2,372	-91.9%	Shares	Sole	2022-05-16
2021-12-31	$300,000	29,448	+14624.0%	Shares	Sole	2022-02-17
2021-06-30	$18,338	200	—	Shares	Sole	2021-08-17
No filing history on record for this holder in this stock.