Position in MS
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$457,379
+$113,264 QoQ
Shares Held
2,188
+4.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.23%
of 13F equity value
Holder Rank
#1,848
of 2,723 holders
Holding Since
Jun 2024
8 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in MS Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026Beacon Financial Advisory LLC holds $2,592,381 across 2 Capital Markets names. MS ranks #2 (17.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
2,111 | $2,135,002 | |
| 2 | MS |
Morgan Stanley
This page
|
2,188 | $457,379 |
All Filings in MS
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $457,379 | 2,188 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $344,115 | 2,091 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $374,233 | 2,108 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $340,651 | 2,143 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $289,326 | 2,054 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $226,806 | 1,944 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $213,975 | 1,702 | Shares | Sole | 2025-01-27 | |
| 2024-06-30 | $202,155 | 2,080 | Shares | Sole | 2024-07-26 | |
| No filing history on record for this holder in this stock. | ||||||