Magnus Financial Group LLC

Position in MS — Morgan Stanley

CIK 1765216 NEW YORK, NY

Position in MS

as of Jun 30, 2026 · filed Jul 9, 2026 Compact

Position Value

$2,142,450

+$523,082 QoQ

Shares Held

10,249

+4.2% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.53%

of 13F equity value

Holder Rank

#1,053

of 2,723 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Magnus Financial Group LLC holds $9,100,968 across 3 Capital Markets names. MS ranks #2 (23.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GS	Goldman Sachs Group Inc	6,060	$6,128,902
2	MS	Morgan Stanley This page	10,249	$2,142,450
3	HOOD	Robinhood Markets, Inc.	8,273	$829,616

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,142,450	10,249	+4.2%	Shares	Sole	2026-07-09
2026-03-31	$1,619,368	9,840	-15.0%	Shares	Sole	2026-04-10
2025-12-31	$2,054,732	11,574	+0.6%	Shares	Sole	2026-01-07
2025-09-30	$1,829,311	11,508	+0.8%	Shares	Sole	2025-10-28
2025-06-30	$1,607,916	11,415	-3.4%	Shares	Sole	2025-07-16
2025-03-31	$1,377,989	11,811	-8.9%	Shares	Sole	2025-04-11
2024-12-31	$1,630,714	12,971	+13.4%	Shares	Sole	2025-01-17
2024-09-30	$1,192,401	11,439	+14.9%	Shares	Sole	2024-10-15
2024-06-30	$967,234	9,952	+2.2%	Shares	Sole	2024-08-02
2024-03-31	$916,647	9,735	+10.6%	Shares	Sole	2024-05-03
2023-12-31	$820,973	8,804	-2.3%	Shares	Sole	2024-02-05
2023-09-30	$735,601	9,007	-10.6%	Shares	Sole	2023-10-10
2023-06-30	$859,978	10,070	-1.5%	Shares	Sole	2023-07-19
2023-03-31	$897,403	10,221	+6.5%	Shares	Sole	2023-05-10
2022-12-31	$815,936	9,597	+4.0%	Shares	Sole	2023-02-02
2022-09-30	$729,341	9,231	-5.5%	Shares	Sole	2022-11-09
2022-06-30	$742,954	9,768	+11.1%	Shares	Sole	2022-08-11
2022-03-31	$768,770	8,796	-2.2%	Shares	Sole	2022-05-12
2021-12-31	$882,752	8,993	+20.8%	Shares	Sole	2022-02-10
2021-09-30	$724,472	7,445	+0.6%	Shares	Sole	2021-11-12
2021-06-30	$678,322	7,398	-4.1%	Shares	Sole	2021-08-06
2021-03-31	$598,836	7,711	-29.2%	Shares	Sole	2021-05-05
2020-12-31	$746,565	10,894	+0.8%	Shares	Sole	2021-02-05
2020-09-30	$522,663	10,810	-2.0%	Shares	Sole	2020-11-05
2020-06-30	$532,845	11,032	-46.2%	Shares	Sole	2020-08-11
2020-03-31	$697,136	20,504	—	Shares	Sole	2020-05-11
No filing history on record for this holder in this stock.