Position in MS
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$431,040
+$97,457 QoQ
Shares Held
2,062
+1.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.60%
of 13F equity value
Holder Rank
#1,893
of 2,723 holders
Holding Since
Dec 2021
16 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, 2026Mayfair Advisory Group, LLC holds $671,864 across 2 Capital Markets names. MS ranks #1 (64.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
This page
|
2,062 | $431,040 | |
| 2 | SCHW |
Schwab Charles Corp
|
2,610 | $240,824 |
All Filings in MS
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16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $431,040 | 2,062 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $333,583 | 2,027 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $359,853 | 2,027 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $322,211 | 2,027 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $285,523 | 2,027 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $236,490 | 2,027 | Shares | Sole | 2025-04-18 | |
| 2024-12-31 | $281,612 | 2,240 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $233,497 | 2,240 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $217,705 | 2,240 | Shares | Sole | 2024-07-22 | |
| 2024-03-31 | $234,740 | 2,493 | Shares | Sole | 2024-04-18 | |
| 2023-12-31 | $226,597 | 2,430 | Shares | Sole | 2024-01-19 | |
| 2023-06-30 | $210,681 | 2,467 | Shares | Sole | 2023-07-24 | |
| 2023-03-31 | $216,602 | 2,467 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $209,744 | 2,467 | Shares | Sole | 2023-01-27 | |
| 2022-06-30 | $191,443 | 2,517 | Shares | Sole | 2022-08-09 | |
| 2021-12-31 | $194,356 | 1,980 | Shares | Sole | 2022-01-19 | |
| No filing history on record for this holder in this stock. | ||||||