Position in MS
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$1,595,393
+$339,395 QoQ
Shares Held
7,632
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.57%
of 13F equity value
Holder Rank
#1,183
of 2,722 holders
Holding Since
Jun 2020
25 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, 2026IFG Advisors, LLC holds $1,595,393 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
|
7,632 | $1,595,393 |
All Filings in MS
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,595,393 | 7,632 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $1,255,998 | 7,632 | Shares | Sole | 2026-04-09 | |
| 2025-12-31 | $1,354,908 | 7,632 | Shares | Sole | 2026-01-13 | |
| 2025-09-30 | $1,213,182 | 7,632 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $1,075,043 | 7,632 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $808,756 | 6,932 | Shares | Sole | 2025-04-08 | |
| 2024-12-31 | $871,491 | 6,932 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $722,591 | 6,932 | Shares | Sole | 2024-10-18 | |
| 2024-06-30 | $673,721 | 6,932 | Shares | Sole | 2024-07-22 | |
| 2024-03-31 | $652,717 | 6,932 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $646,409 | 6,932 | Shares | Sole | 2024-01-29 | |
| 2023-09-30 | $566,136 | 6,932 | Shares | Sole | 2023-10-31 | |
| 2023-06-30 | $591,992 | 6,932 | Shares | Sole | 2023-07-18 | |
| 2023-03-31 | $608,629 | 6,932 | Shares | Sole | 2023-04-28 | |
| 2022-12-31 | $589,358 | 6,932 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $547,697 | 6,932 | Shares | Sole | 2022-11-02 | |
| 2022-06-30 | $527,247 | 6,932 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $605,856 | 6,932 | Shares | Sole | 2022-05-18 | |
| 2021-12-31 | $680,445 | 6,932 | Shares | Sole | 2022-01-24 | |
| 2021-09-30 | $674,552 | 6,932 | Shares | Sole | 2021-10-26 | |
| 2021-06-30 | $502,736 | 5,483 | Shares | Sole | 2021-07-26 | |
| 2021-03-31 | $386,979 | 4,983 | Shares | Sole | 2021-04-22 | |
| 2020-12-31 | $341,484 | 4,983 | Shares | Sole | 2021-01-28 | |
| 2020-09-30 | $240,928 | 4,983 | Shares | Sole | 2020-11-09 | |
| 2020-06-30 | $240,678 | 4,983 | Shares | Sole | 2020-07-23 | |
| No filing history on record for this holder in this stock. | ||||||