Rise Advisors, LLC

Position in MS — Morgan Stanley

CIK 1831316 ROCHESTER, NY

Position in MS

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

Position Value

$364,147

+$76,315 QoQ

Shares Held

1,742

-0.4% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.65%

of 13F equity value

Holder Rank

#2,015

of 2,723 holders

Holding Since

Dec 2021

19 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Rise Advisors, LLC holds $1,057,946 across 2 Capital Markets names. MS ranks #2 (34.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	GS	Goldman Sachs Group Inc	686	$693,799
2	MS	Morgan Stanley This page	1,742	$364,147

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$364,147	1,742	-0.4%	Shares	Sole	2026-07-10
2026-03-31	$287,832	1,749	+3.6%	Shares	Sole	2026-04-03
2025-12-31	$299,670	1,688	-4.8%	Shares	Sole	2026-02-11
2025-09-30	$281,836	1,773	+1.8%	Shares	Sole	2025-10-08
2025-06-30	$245,378	1,742	+0.7%	Shares	Sole	2025-07-08
2025-03-31	$201,839	1,730	-0.8%	Shares	Sole	2025-05-15
2024-12-31	$219,255	1,744	-2.7%	Shares	Sole	2025-01-07
2024-09-30	$186,798	1,792	+1.0%	Shares	Sole	2024-10-11
2024-06-30	$172,512	1,775	+0.9%	Shares	Sole	2024-07-09
2024-03-31	$165,721	1,760	+64.9%	Shares	Sole	2024-04-09
2023-12-31	$99,497	1,067	+6.1%	Shares	Sole	2024-01-10
2023-09-30	$82,160	1,006	+1.0%	Shares	Sole	2023-10-10
2023-06-30	$85,058	996	-1.7%	Shares	Sole	2023-07-10
2023-03-31	$88,941	1,013	+0.8%	Shares	Sole	2023-04-05
2022-12-31	$85,445	1,005	+0.8%	Shares	Sole	2023-01-06
2022-09-30	$78,772	997	+0.9%	Shares	Sole	2022-10-11
2022-06-30	$75,147	988	+12.3%	Shares	Sole	2022-07-28
2022-03-31	$76,912	880	+10.6%	Shares	Sole	2022-04-22
2021-12-31	$78,135	796	—	Shares	Sole	2022-02-24
No filing history on record for this holder in this stock.