Position in MS
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$1,796,280
+$345,102 QoQ
Shares Held
8,593
-2.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#336
of 1,023 holders
Holding Since
Mar 2020
26 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, 2026Procyon Advisors, LLC holds $4,607,988 across 7 Capital Markets names. MS ranks #1 (39.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
This page
|
8,593 | $1,796,280 | |
| 2 | GS |
Goldman Sachs Group Inc
|
1,174 | $1,187,348 | |
| 3 | PJT |
PJT Partners Inc.
|
4,129 | $623,231 | |
| 4 | EVR |
Evercore Inc.
|
1,391 | $474,943 | |
| 5 | SCHW |
Schwab Charles Corp
|
2,833 | $261,400 | |
| 6 | BGC |
BGC Group, Inc.
|
15,405 | $164,679 | |
| 7 | ABTC |
American Bitcoin Corp.
|
147,000 | $100,107 |
All Filings in MS
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,796,280 | 8,593 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $1,451,178 | 8,818 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $1,765,180 | 9,943 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $1,641,262 | 10,325 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $1,389,443 | 9,864 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $1,481,709 | 12,700 | Shares | Sole | 2025-04-11 | |
| 2024-12-31 | $1,827,717 | 14,538 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $1,531,285 | 14,690 | Shares | Sole | 2024-10-11 | |
| 2024-06-30 | $1,252,487 | 12,887 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $1,165,324 | 12,376 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $1,176,628 | 12,618 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $780,111 | 9,552 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $1,645,828 | 19,272 | Shares | Sole | 2023-07-17 | |
| 2023-03-31 | $1,743,356 | 19,856 | Shares | Sole | 2023-04-10 | |
| 2022-12-31 | $1,899,601 | 22,343 | Shares | Sole | 2023-01-19 | |
| 2022-09-30 | $1,550,887 | 19,629 | Shares | Sole | 2022-10-17 | |
| 2022-06-30 | $1,593,837 | 20,955 | Shares | Sole | 2022-07-11 | |
| 2022-03-31 | $1,807,344 | 20,679 | Shares | Sole | 2022-04-18 | |
| 2021-12-31 | $1,991,470 | 20,288 | Shares | Sole | 2022-01-18 | |
| 2021-09-30 | $1,384,526 | 14,228 | Shares | Sole | 2021-10-14 | |
| 2021-06-30 | $1,269,539 | 13,846 | Shares | Sole | 2021-07-22 | |
| 2021-03-31 | $885,945 | 11,408 | Shares | Sole | 2021-04-29 | |
| 2020-12-31 | $547,074 | 7,983 | Shares | Sole | 2021-01-19 | |
| 2020-09-30 | $373,116 | 7,717 | Shares | Sole | 2020-10-22 | |
| 2020-06-30 | $365,437 | 7,566 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $252,586 | 7,429 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||