Position in MS
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$671,018
+$173,359 QoQ
Shares Held
3,210
+6.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
#1,629
of 2,723 holders
Holding Since
Sep 2020
9 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in MS Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026Founders Financial Alliance, LLC holds $4,400,090 across 6 Capital Markets names. MS ranks #2 (15.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
2,686 | $2,716,539 | |
| 2 | MS |
Morgan Stanley
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|
3,210 | $671,018 | |
| 3 | HOOD |
Robinhood Markets, Inc.
|
3,736 | $374,646 | |
| 4 | IBKR |
Interactive Brokers Group, Inc.
|
2,612 | $227,348 | |
| 5 | LPLA |
LPL Financial Holdings Inc.
|
782 | $220,273 | |
| 6 | BMNR |
Bitmine Immersion Technologies, Inc.
|
14,295 | $190,266 |
All Filings in MS
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $671,018 | 3,210 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $497,659 | 3,024 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $525,666 | 2,961 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $468,773 | 2,949 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $414,832 | 2,945 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $377,660 | 3,237 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $237,359 | 1,888 | Shares | Sole | 2025-02-07 | |
| 2023-06-30 | $204,362 | 2,393 | Shares | Sole | 2023-08-11 | |
| 2020-09-30 | $123,676 | 2,558 | Shares | Sole | 2020-11-13 | |
| No filing history on record for this holder in this stock. | ||||||