Firestone Capital Management

Position in MS — Morgan Stanley

CIK 1799964 SOUTH MIAMI, FL

Position in MS

as of Jun 30, 2026 · filed Aug 3, 2026 Compact

Position Value

$514,447

+$123,923 QoQ

Shares Held

2,461

+3.7% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.26%

of 13F equity value

Holder Rank

#1,774

of 2,721 holders

Holding Since

Mar 2020

20 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Firestone Capital Management holds $882,585 across 2 Capital Markets names. MS ranks #1 (58.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	MS	Morgan Stanley This page	2,461	$514,447
2	GS	Goldman Sachs Group Inc	364	$368,138

20 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$514,447	2,461	+3.7%	Shares	Sole	2026-08-03
2026-03-31	$390,524	2,373	-1.3%	Shares	Sole	2026-05-08
2025-12-31	$426,782	2,404	+0.2%	Shares	Sole	2026-02-09
2025-09-30	$381,504	2,400	+1.1%	Shares	Sole	2025-11-05
2025-06-30	$334,260	2,373	-1.1%	Shares	Sole	2025-08-08
2025-03-31	$280,008	2,400	+0.1%	Shares	Sole	2025-05-02
2024-12-31	$301,350	2,397	+0.1%	Shares	Sole	2025-02-14
2024-09-30	$249,654	2,395	+0.1%	Shares	Sole	2024-11-14
2024-06-30	$232,478	2,392	+7.3%	Shares	Sole	2024-08-09
2024-03-31	$209,976	2,230	+0.0%	Shares	Sole	2024-05-07
2023-12-31	$207,854	2,229	-3.8%	Shares	Sole	2024-02-05
2023-03-31	$203,520	2,318	+9.2%	Shares	Sole	2023-05-11
2021-12-31	$208,295	2,122	-6.8%	Shares	Sole	2022-02-11
2021-09-30	$221,574	2,277	0.0%	Shares	Sole	2021-11-12
2021-06-30	$208,778	2,277	+0.0%	Shares	Sole	2021-08-04
2021-03-31	$176,754	2,276	-5.8%	Shares	Sole	2021-04-28
2020-12-31	$165,637	2,417	+19.3%	Shares	Sole	2021-02-10
2020-09-30	$97,957	2,026	0.0%	Shares	Sole	2020-10-26
2020-06-30	$97,855	2,026	0.0%	Shares	Sole	2020-07-27
2020-03-31	$68,884	2,026	—	Shares	Sole	2020-04-20
No filing history on record for this holder in this stock.