Position in MS
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$36,791
+$7,992 QoQ
Shares Held
176
+0.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#2,590
of 2,716 holders
Holding Since
Jun 2023
13 quarters on record
Common Shares in MS Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026Archer Investment Corp holds $581,472 across 11 Capital Markets names. MS ranks #5 (6.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LPLA |
LPL Financial Holdings Inc.
|
779 | $219,428 | |
| 2 | GS |
Goldman Sachs Group Inc
|
129 | $130,466 | |
| 3 | MKTX |
Marketaxess Holdings Inc
|
993 | $112,695 | |
| 4 | HOOD |
Robinhood Markets, Inc.
|
592 | $59,365 | |
| 5 | MS |
Morgan Stanley
This page
|
176 | $36,791 | |
| 6 | WULF |
Terawulf Inc.
|
392 | $9,682 | |
| 7 | CRCL |
Circle Internet Group, Inc.
|
153 | $9,582 | |
| 8 | IREN |
IREN Ltd
|
34 | $1,554 |
All Filings in MS
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $36,791 | 176 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $28,799 | 175 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $31,067 | 175 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $30,520 | 192 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $26,904 | 191 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $22,167 | 190 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $23,761 | 189 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $19,492 | 187 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $19,048 | 196 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $16,100 | 171 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $15,479 | 166 | Shares | Sole | 2024-01-31 | |
| 2023-09-30 | $12,740 | 156 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $13,322 | 156 | Shares | Sole | 2023-08-08 | |
| No filing history on record for this holder in this stock. | ||||||