Position in MS
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$1,391,768
+$32,066 QoQ
Shares Held
8,457
+10.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2020
22 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in MS Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Mar 31, 2026Kingsview Wealth Management, LLC holds $16,807,274 across 10 Capital Markets names. MS ranks #4 (8.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SF |
Stifel Financial Corp
|
88,001 | $6,505,033 | |
| 2 | GS |
Goldman Sachs Group Inc
|
5,903 | $4,993,878 | |
| 3 | HOOD |
Robinhood Markets, Inc.
|
28,470 | $1,972,971 | |
| 4 | MS |
Morgan Stanley
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|
8,457 | $1,391,768 | |
| 5 | SCHW |
Schwab Charles Corp
|
6,661 | $626,000 | |
| 6 | NAKA |
Nakamoto Inc.
|
56,655 | $500,830 | |
| 7 | BMNR |
Bitmine Immersion Technologies, Inc.
|
17,038 | $337,011 | |
| 8 | JEF |
Jefferies Financial Group Inc.
|
5,265 | $217,286 |
All Filings in MS
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22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,391,768 | 8,457 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $1,359,702 | 7,659 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $1,293,775 | 8,139 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $1,135,895 | 8,064 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $910,492 | 7,804 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $784,367 | 6,239 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $689,651 | 6,616 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $543,389 | 5,591 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $524,847 | 5,574 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $583,931 | 6,262 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $554,130 | 6,785 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $488,061 | 5,715 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $516,703 | 5,885 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $446,525 | 5,252 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $424,204 | 5,369 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $484,654 | 6,372 | Shares | Sole | 2022-08-16 | |
| 2022-03-31 | $757,321 | 8,665 | Shares | Sole | 2024-02-08 | |
| 2021-12-31 | $865,673 | 8,819 | Shares | Sole | 2022-02-17 | |
| 2021-09-30 | $659,080 | 6,773 | Shares | Sole | 2021-12-03 | |
| 2021-06-30 | $502,094 | 5,476 | Shares | Sole | 2021-08-17 | |
| 2021-03-31 | $382,397 | 4,924 | Shares | Sole | 2021-05-24 | |
| 2020-12-31 | $202,232 | 2,951 | Shares | Sole | 2021-02-16 | |
| No filing history on record for this holder in this stock. | ||||||