Main Street Financial Solutions, LLC

Position in MS — Morgan Stanley

CIK 1763350 NEWTOWN, PA

Position in MS

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

Position Value

$1,352,697

+$552,394 QoQ

Shares Held

6,471

+33.1% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.22%

of 13F equity value

Holder Rank

#1,257

of 2,723 holders

Holding Since

Dec 2020

23 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Main Street Financial Solutions, LLC holds $4,135,684 across 4 Capital Markets names. MS ranks #2 (32.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GS	Goldman Sachs Group Inc	2,269	$2,294,798
2	MS	Morgan Stanley This page	6,471	$1,352,697
3	LPLA	LPL Financial Holdings Inc.	1,002	$282,243
4	SCHW	Schwab Charles Corp	2,232	$205,946

23 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,352,697	6,471	+33.1%	Shares	Sole	2026-08-07
2026-03-31	$800,303	4,863	+6.6%	Shares	Sole	2026-07-29
2025-12-31	$809,714	4,561	-59.6%	Shares	Sole	2026-02-17
2025-09-30	$1,793,704	11,284	+25.9%	Shares	Sole	2025-11-14
2025-06-30	$1,262,669	8,964	+69.0%	Shares	Sole	2025-08-14
2025-03-31	$618,701	5,303	-24.8%	Shares	Sole	2025-05-08
2024-12-31	$886,703	7,053	+80.4%	Shares	Sole	2025-02-13
2024-09-30	$407,578	3,910	-28.6%	Shares	Sole	2024-11-05
2024-06-30	$532,212	5,476	+4.1%	Shares	Sole	2024-08-08
2024-03-31	$495,281	5,260	+9.2%	Shares	Sole	2024-04-23
2023-12-31	$448,998	4,815	-0.4%	Shares	Sole	2024-02-08
2023-09-30	$394,792	4,834	+2.5%	Shares	Sole	2023-11-03
2023-06-30	$402,746	4,716	-1.7%	Shares	Sole	2023-08-04
2023-03-31	$421,176	4,797	+0.3%	Shares	Sole	2023-04-21
2022-12-31	$406,820	4,785	+16.1%	Shares	Sole	2023-02-08
2022-09-30	$325,521	4,120	-0.3%	Shares	Sole	2022-10-24
2022-06-30	$314,279	4,132	+0.1%	Shares	Sole	2022-07-27
2022-03-31	$360,874	4,129	-6.8%	Shares	Sole	2022-04-22
2021-12-31	$435,045	4,432	-5.1%	Shares	Sole	2022-02-08
2021-09-30	$454,437	4,670	+12.5%	Shares	Sole	2021-11-15
2021-06-30	$380,696	4,152	-2.3%	Shares	Sole	2021-08-10
2021-03-31	$330,132	4,251	+0.0%	Shares	Sole	2021-05-17
2020-12-31	$291,183	4,249	—	Shares	Sole	2021-03-01
No filing history on record for this holder in this stock.