Skip to main content

Lionsbridge Wealth Management LLC

Position in MS — Morgan Stanley

CIK 1800533 JACKSONVILLE BEACH, FL

Position in MS

as of Jun 30, 2026 · filed Aug 5, 2026
Position Value
$883,194
New position
Shares Held
4,225
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
1.95%
of 13F equity value
Holder Rank
#1,478
of 2,723 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority Sole 100% Shared 0% None 0%

Position in Capital Markets

Financial Services · as of Jun 30, 2026

Lionsbridge Wealth Management LLC holds $5,153,290 across 3 Capital Markets names. MS ranks #2 (17.1% of the industry book) .

# Ticker Company Shares Value (USD) Open
2 MS
Morgan Stanley
This page
4,225 $883,194

All Filings in MS

Export CSV
1 filing row on record
Report Date Value (USD) Shares
2026-06-30 $883,194 4,225