Position in MS
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$3,368,261
+$798,666 QoQ
Shares Held
16,113
+3.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
1.60%
of 13F equity value
Holder Rank
#876
of 2,723 holders
Holding Since
Sep 2021
3 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, 2026CPC Advisors, LLC holds $9,292,866 across 2 Capital Markets names. MS ranks #2 (36.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
5,858 | $5,924,605 | |
| 2 | MS |
Morgan Stanley
This page
|
16,113 | $3,368,261 |
All Filings in MS
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,368,261 | 16,113 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $2,569,595 | 15,614 | Shares | Sole | 2026-04-16 | |
| 2021-09-30 | $37,561 | 386 | Shares | Sole | 2021-11-17 | |
| No filing history on record for this holder in this stock. | ||||||