OneAscent Financial Services LLC

Position in MS — Morgan Stanley

CIK 1780985 BIRMINGHAM, AL

Position in MS

as of Jun 30, 2026 · filed Aug 11, 2026 Compact

Position Value

$521,763

+$118,896 QoQ

Shares Held

2,496

+2.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.11%

of 13F equity value

Holder Rank

#1,763

of 2,718 holders

Holding Since

Mar 2020

14 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

OneAscent Financial Services LLC holds $1,798,723 across 4 Capital Markets names. MS ranks #2 (29.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SCHW	Schwab Charles Corp	7,101	$655,209
2	MS	Morgan Stanley This page	2,496	$521,763
3	GS	Goldman Sachs Group Inc	431	$435,900
4	XP	XP Inc.	11,430	$185,851

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$521,763	2,496	+2.0%	Shares	Sole	2026-08-11
2026-03-31	$402,867	2,448	+39.1%	Shares	Sole	2026-04-21
2025-12-31	$312,452	1,760	-1.7%	Shares	Sole	2026-02-11
2025-09-30	$284,538	1,790	-25.1%	Shares	Sole	2025-10-22
2025-06-30	$336,796	2,391	-40.6%	Shares	Sole	2025-08-12
2025-03-31	$469,480	4,024	-12.0%	Shares	Sole	2025-05-05
2022-06-30	$347,670	4,571	+18.6%	Shares	Sole	2022-08-08
2022-03-31	$336,752	3,853	+3.2%	Shares	Sole	2022-05-12
2021-12-31	$366,333	3,732	-16.7%	Shares	Sole	2022-02-08
2021-03-31	$347,916	4,480	-1.2%	Shares	Sole	2021-04-27
2020-12-31	$310,852	4,536	-48.0%	Shares	Sole	2021-02-08
2020-09-30	$421,515	8,718	-0.8%	Shares	Sole	2020-11-02
2020-06-30	$424,412	8,787	+15.5%	Shares	Sole	2020-07-21
2020-03-31	$258,638	7,607	—	Shares	Sole	2020-04-14
No filing history on record for this holder in this stock.