Position in MS
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$234,124
+$227,324 QoQ
Shares Held
1,120
+460.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.59%
of 13F equity value
Holder Rank
#2,287
of 2,723 holders
Holding Since
Mar 2020
2 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, 2026Stonebridge Financial Planning Group, LLC holds $234,124 across 1 Capital Markets name. MS ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
This page
|
1,120 | $234,124 |
All Filings in MS
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $234,124 | 1,120 | Shares | Sole | 2026-07-31 | |
| 2020-03-31 | $6,800 | 200 | Shares | Sole | 2020-04-15 | |
| No filing history on record for this holder in this stock. | ||||||