XML Financial, LLC

Position in MS — Morgan Stanley

CIK 1800465 BETHESDA, MD

Position in MS

as of Jun 30, 2026 · filed Jul 24, 2026 Compact

Position Value

$311,469

+$66,260 QoQ

Shares Held

1,490

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.05%

of 13F equity value

Holder Rank

#2,108

of 2,722 holders

Holding Since

Dec 2024

6 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

XML Financial, LLC holds $4,659,826 across 4 Capital Markets names. MS ranks #3 (6.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GS	Goldman Sachs Group Inc	3,632	$3,673,295
2	HUT	Hut 8 Corp.	3,876	$447,464
3	MS	Morgan Stanley This page	1,490	$311,469
4	IREN	IREN Ltd	4,977	$227,598

6 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$311,469	1,490	0.0%	Shares	Sole	2026-07-24
2026-03-31	$245,209	1,490	-42.1%	Shares	Sole	2026-04-16
2025-12-31	$456,784	2,573	+72.7%	Shares	Sole	2026-02-11
2025-09-30	$236,850	1,490	0.0%	Shares	Sole	2025-10-20
2025-06-30	$209,881	1,490	-43.0%	Shares	Sole	2025-07-17
2024-12-31	$328,380	2,612	—	Shares	Sole	2025-01-17
No filing history on record for this holder in this stock.