HOHIMER WEALTH MANAGEMENT, LLC

Position in MS — Morgan Stanley

CIK 1802533 SEATTLE, WA

Position in MS

as of Jun 30, 2026 · filed Aug 3, 2026 Compact

Position Value

$235,588

-$4,366,589 QoQ

Shares Held

1,127

-96.6% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#2,281

of 2,723 holders

Holding Since

Mar 2025

3 quarters on record

Voting authority Sole 19% Shared 0% None 81%

Financial Services · as of Jun 30, 2026

HOHIMER WEALTH MANAGEMENT, LLC holds $3,508,788 across 6 Capital Markets names. MS ranks #6 (6.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SCHW	Schwab Charles Corp	12,153	$1,121,357
2	GS	Goldman Sachs Group Inc	784	$792,914
3	LPLA	LPL Financial Holdings Inc.	2,211	$622,794
4	SNEX	StoneX Group Inc.	5,104	$403,255
5	GOLD	Gold.com, Inc.	8,000	$332,880
6	MS	Morgan Stanley This page	1,127	$235,588

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$235,588	1,127	-96.6%	Shares	Sole	2026-08-03
2025-06-30	$4,602,177	32,672	-3.7%	Shares	Sole	2025-08-19
2025-03-31	$3,956,279	33,910	—	Shares	Sole	2025-05-02
No filing history on record for this holder in this stock.