Position in MS
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$1,295,211
+$351,896 QoQ
Shares Held
6,196
+8.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.25%
of 13F equity value
Holder Rank
#1,274
of 2,723 holders
Holding Since
Dec 2024
7 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, 2026Souders Financial Advisors holds $4,203,196 across 3 Capital Markets names. MS ranks #2 (30.8% of the industry book) .
All Filings in MS
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,295,211 | 6,196 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $943,315 | 5,732 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $1,054,705 | 5,941 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $832,791 | 5,239 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $666,408 | 4,731 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $468,896 | 4,019 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $314,174 | 2,499 | Shares | Sole | 2025-02-06 | |
| No filing history on record for this holder in this stock. | ||||||