Strategic Investment Advisors / MI

Position in MS — Morgan Stanley

CIK 1760540 FARMINGTON HILLS, MI

Position in MS

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$372,718

+$95,253 QoQ

Shares Held

1,783

+5.8% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.07%

of 13F equity value

Holder Rank

#2,001

of 2,722 holders

Holding Since

Jun 2020

20 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Strategic Investment Advisors / MI holds $2,609,486 across 6 Capital Markets names. MS ranks #3 (14.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	IBKR	Interactive Brokers Group, Inc.	10,907	$949,345
2	GS	Goldman Sachs Group Inc	720	$728,186
3	MS	Morgan Stanley This page	1,783	$372,718
4	SCHW	Schwab Charles Corp	3,548	$327,373
5	HOOD	Robinhood Markets, Inc.	1,290	$129,361
6	XP	XP Inc.	6,304	$102,503

20 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$372,718	1,783	+5.8%	Shares	Sole	2026-08-14
2026-03-31	$277,465	1,686	-60.5%	Shares	Sole	2026-05-18
2024-09-30	$444,479	4,264	-21.1%	Shares	Sole	2024-10-21
2024-06-30	$525,214	5,404	-8.0%	Shares	Sole	2024-07-23
2024-03-31	$553,001	5,873	+29.6%	Shares	Sole	2024-04-23
2023-12-31	$422,702	4,533	-19.8%	Shares	Sole	2024-01-10
2023-09-30	$461,353	5,649	-1.0%	Shares	Sole	2023-10-25
2023-06-30	$487,207	5,705	+3.4%	Shares	Sole	2023-08-14
2023-03-31	$484,392	5,517	-60.0%	Shares	Sole	2023-04-27
2022-12-31	$1,172,935	13,796	+2.1%	Shares	Sole	2023-01-20
2022-09-30	$1,067,267	13,508	-5.3%	Shares	Sole	2022-10-27
2022-06-30	$1,085,376	14,270	+11.8%	Shares	Sole	2022-08-15
2022-03-31	$1,116,010	12,769	+8.9%	Shares	Sole	2022-04-28
2021-12-31	$1,150,729	11,723	+5.8%	Shares	Sole	2022-01-26
2021-09-30	$1,077,902	11,077	+1.2%	Shares	Sole	2021-10-19
2021-06-30	$1,003,547	10,945	+64.9%	Shares	Sole	2021-07-22
2021-03-31	$515,429	6,637	-11.6%	Shares	Sole	2021-04-14
2020-12-31	$514,728	7,511	+2.3%	Shares	Sole	2021-01-13
2020-09-30	$354,840	7,339	+24.2%	Shares	Sole	2020-10-14
2020-06-30	$285,308	5,907	—	Shares	Sole	2020-08-04
No filing history on record for this holder in this stock.