Delta Investment Management, LLC

Position in MS — Morgan Stanley

CIK 1757043 SAN FRANCISCO, CA

Position in MS

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$655,340

New position

Shares Held

3,135

first reported quarter

Ownership

0.000%

of shares outstanding

% of Portfolio

0.17%

of 13F equity value

Holder Rank

#1,643

of 2,722 holders

Holding Since

Jun 2026

1 quarter on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Delta Investment Management, LLC holds $3,118,126 across 4 Capital Markets names. MS ranks #2 (21.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	IBKR	Interactive Brokers Group, Inc.	15,901	$1,384,023
2	MS	Morgan Stanley This page	3,135	$655,340
3	JEF	Jefferies Financial Group Inc.	11,264	$562,974
4	SCHW	Schwab Charles Corp	5,590	$515,789

1 filing row on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$655,340	3,135	—	Shares	Sole	2026-08-13
No filing history on record for this holder in this stock.