Position in MS
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$207,785
+$83,182 QoQ
Shares Held
994
-6.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
#2,398
of 2,723 holders
Holding Since
Sep 2021
16 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in MS Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026PSI Advisors, LLC holds $207,785 across 1 Capital Markets name. MS ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
This page
|
994 | $207,785 |
All Filings in MS
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16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $207,785 | 994 | Shares | Sole | 2026-08-03 | |
| 2025-03-31 | $124,603 | 1,068 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $134,268 | 1,068 | Shares | Sole | 2025-01-13 | |
| 2024-09-30 | $111,328 | 1,068 | Shares | Sole | 2024-10-22 | |
| 2024-06-30 | $103,798 | 1,068 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $95,854 | 1,018 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $234,803 | 2,518 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $182,777 | 2,238 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $88,645 | 1,038 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $86,746 | 988 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $85,105 | 1,001 | Shares | Sole | 2023-01-19 | |
| 2022-09-30 | $86,990 | 1,101 | Shares | Sole | 2022-10-20 | |
| 2022-06-30 | $91,348 | 1,201 | Shares | Sole | 2022-07-18 | |
| 2022-03-31 | $96,227 | 1,101 | Shares | Sole | 2022-04-20 | |
| 2021-12-31 | $115,632 | 1,178 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $178,758 | 1,837 | Shares | Sole | 2021-11-12 | |
| No filing history on record for this holder in this stock. | ||||||