Balefire, LLC

Position in MS — Morgan Stanley

CIK 1750924 DALLAS, TX

Position in MS

as of Jun 30, 2026 · filed Jul 7, 2026 Compact

Position Value

$431,249

+$122,681 QoQ

Shares Held

2,063

+10.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.16%

of 13F equity value

Holder Rank

#1,892

of 2,723 holders

Holding Since

Jun 2023

11 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Balefire, LLC holds $3,144,329 across 6 Capital Markets names. MS ranks #3 (13.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	IREN	IREN Ltd	26,684	$1,220,259
2	GS	Goldman Sachs Group Inc	636	$643,231
3	MS	Morgan Stanley This page	2,063	$431,249
4	CRCL	Circle Internet Group, Inc.	6,499	$407,032
5	SCHW	Schwab Charles Corp	2,408	$222,186
6	PJT	PJT Partners Inc.	1,460	$220,372

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$431,249	2,063	+10.0%	Shares	Sole	2026-07-07
2026-03-31	$308,568	1,875	+12.5%	Shares	Sole	2026-05-07
2025-12-31	$295,942	1,667	+11.7%	Shares	Sole	2026-01-12
2025-09-30	$237,327	1,493	-66.7%	Shares	Sole	2025-10-08
2025-06-30	$632,179	4,488	+106.6%	Shares	Sole	2025-07-09
2025-03-31	$253,407	2,172	+755.1%	Shares	Sole	2025-04-23
2024-06-30	$24,686	254	-80.0%	Shares	Sole	2024-08-01
2024-03-31	$119,489	1,269	+65.7%	Shares	Sole	2024-05-10
2023-12-31	$71,429	766	+73.3%	Shares	Sole	2024-02-07
2023-09-30	$36,098	442	+123.2%	Shares	Sole	2023-12-06
2023-06-30	$16,909	198	—	Shares	Sole	2023-08-21
No filing history on record for this holder in this stock.