Position in MS
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$2,486,948
+$730,000 QoQ
Shares Held
11,897
+11.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.25%
of 13F equity value
Holder Rank
#1,000
of 2,722 holders
Holding Since
Mar 2020
26 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, 2026Parcion Private Wealth LLC holds $5,372,771 across 10 Capital Markets names. MS ranks #1 (46.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
This page
|
11,897 | $2,486,948 | |
| 2 | SCHW |
Schwab Charles Corp
|
5,321 | $490,968 | |
| 3 | GS |
Goldman Sachs Group Inc
|
434 | $438,934 | |
| 4 | EVR |
Evercore Inc.
|
1,200 | $409,728 | |
| 5 | PIPR |
Piper Sandler Companies
|
5,599 | $405,031 | |
| 6 | HOOD |
Robinhood Markets, Inc.
|
3,373 | $338,244 | |
| 7 | JEF |
Jefferies Financial Group Inc.
|
6,704 | $335,065 | |
| 8 | LPLA |
LPL Financial Holdings Inc.
|
786 | $221,400 |
All Filings in MS
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,486,948 | 11,897 | Shares | Other | 2026-07-27 | |
| 2026-03-31 | $1,756,948 | 10,676 | Shares | Other | 2026-04-22 | |
| 2025-12-31 | $1,884,125 | 10,613 | Shares | Other | 2026-01-26 | |
| 2025-09-30 | $1,680,365 | 10,571 | Shares | Other | 2025-10-14 | |
| 2025-06-30 | $1,398,457 | 9,928 | Shares | Other | 2025-07-30 | |
| 2025-03-31 | $1,314,987 | 11,271 | Shares | Other | 2025-05-02 | |
| 2024-12-31 | $1,408,314 | 11,202 | Shares | Other | 2025-02-03 | |
| 2024-09-30 | $1,152,060 | 11,052 | Shares | Other | 2024-10-23 | |
| 2024-06-30 | $902,213 | 9,283 | Shares | Other | 2024-08-06 | |
| 2024-03-31 | $882,090 | 9,368 | Shares | Other | 2024-04-24 | |
| 2023-12-31 | $882,891 | 9,468 | Shares | Sole | 2024-01-23 | |
| 2023-09-30 | $773,251 | 9,468 | Shares | Sole | 2023-10-27 | |
| 2023-06-30 | $808,566 | 9,468 | Shares | Sole | 2023-08-02 | |
| 2023-03-31 | $835,065 | 9,511 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $819,422 | 9,638 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $753,596 | 9,538 | Shares | Other | 2022-10-14 | |
| 2022-06-30 | $725,460 | 9,538 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $821,734 | 9,402 | Shares | Other | 2022-05-06 | |
| 2021-12-31 | $929,084 | 9,465 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $1,145,143 | 11,768 | Shares | Other | 2021-11-15 | |
| 2021-06-30 | $1,080,566 | 11,785 | Shares | Sole | 2021-07-30 | |
| 2021-03-31 | $915,223 | 11,785 | Shares | Sole | 2021-04-08 | |
| 2020-12-31 | $807,626 | 11,785 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $555,976 | 11,499 | Shares | Sole | 2020-10-20 | |
| 2020-06-30 | $552,841 | 11,446 | Shares | Sole | 2020-07-21 | |
| 2020-03-31 | $275,944 | 8,116 | Shares | Sole | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||