Position in MS
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$210,294
-$16,056 QoQ
Shares Held
1,006
-21.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#2,379
of 2,723 holders
Holding Since
Dec 2025
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, 2026Affinity Capital Advisors, LLC holds $618,035 across 2 Capital Markets names. MS ranks #2 (34.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SCHW |
Schwab Charles Corp
|
4,419 | $407,741 | |
| 2 | MS |
Morgan Stanley
This page
|
1,006 | $210,294 |
All Filings in MS
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $210,294 | 1,006 | Shares | Sole | 2026-07-08 | |
| 2025-12-31 | $226,350 | 1,275 | Shares | Sole | 2026-01-09 | |
| No filing history on record for this holder in this stock. | ||||||