Position in MS
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$468,040
+$100,062 QoQ
Shares Held
2,239
+0.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.25%
of 13F equity value
Holder Rank
#1,830
of 2,723 holders
Holding Since
Jun 2025
5 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in MS Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026CWS Financial Advisors, LLC holds $1,039,283 across 3 Capital Markets names. MS ranks #1 (45.0% of the industry book) .
All Filings in MS
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $468,040 | 2,239 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $367,978 | 2,236 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $391,808 | 2,207 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $346,850 | 2,182 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $293,270 | 2,082 | Shares | Sole | 2025-08-08 | |
| No filing history on record for this holder in this stock. | ||||||