Jackson Creek Investment Advisors LLC

Position in MS — Morgan Stanley

CIK 1831003 CASTLE ROCK, CO

Position in MS

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$570,470

-$26,589 QoQ

Shares Held

2,729

-24.8% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.29%

of 13F equity value

Holder Rank

#1,712

of 2,723 holders

Holding Since

Sep 2020

24 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Jackson Creek Investment Advisors LLC holds $4,651,057 across 4 Capital Markets names. MS ranks #3 (12.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	VIRT	Virtu Financial, Inc.	37,804	$2,251,984
2	MRX	Marex Group Ltd	29,992	$1,828,012
3	MS	Morgan Stanley This page	2,729	$570,470
4	SCHW	Schwab Charles Corp	5,613	$591

24 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$570,470	2,729	-24.8%	Shares	Sole	2026-08-10
2026-03-31	$597,059	3,628	-0.6%	Shares	Sole	2026-05-05
2025-12-31	$647,806	3,649	-2.9%	Shares	Sole	2026-02-09
2025-09-30	$597,212	3,757	-0.7%	Shares	Sole	2025-11-04
2025-06-30	$533,155	3,785	-2.1%	Shares	Sole	2025-08-13
2025-03-31	$451,046	3,866	+2.5%	Shares	Sole	2025-05-05
2024-12-31	$474,215	3,772	-2.8%	Shares	Sole	2025-02-07
2024-09-30	$404,659	3,882	-1.7%	Shares	Sole	2024-11-04
2024-06-30	$383,900	3,950	-4.5%	Shares	Sole	2024-08-02
2024-03-31	$389,351	4,135	-5.1%	Shares	Sole	2024-05-10
2023-12-31	$406,383	4,358	-3.4%	Shares	Sole	2024-02-05
2023-09-30	$368,413	4,511	-5.1%	Shares	Sole	2023-11-03
2023-06-30	$405,906	4,753	-16.8%	Shares	Sole	2023-08-03
2023-03-31	$501,513	5,712	0.0%	Shares	Sole	2023-05-02
2022-12-31	$485,634	5,712	-0.6%	Shares	Sole	2023-02-06
2022-09-30	$453,833	5,744	+0.6%	Shares	Sole	2022-11-09
2022-06-30	$434,454	5,712	-0.4%	Shares	Sole	2022-08-04
2022-03-31	$501,326	5,736	-3.5%	Shares	Sole	2022-05-03
2021-12-31	$583,659	5,946	-0.6%	Shares	Sole	2022-02-01
2021-09-30	$582,108	5,982	-58.6%	Shares	Sole	2021-11-02
2021-06-30	$1,325,195	14,453	-0.1%	Shares	Sole	2021-08-03
2021-03-31	$1,123,973	14,473	-3.5%	Shares	Sole	2021-05-27
2020-12-31	$1,028,292	15,005	-23.0%	Shares	Sole	2021-02-03
2020-09-30	$941,664	19,476	—	Shares	Sole	2020-11-09
No filing history on record for this holder in this stock.