Position in MS
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$411,599
+$141,705 QoQ
Shares Held
1,969
+20.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#1,926
of 2,723 holders
Holding Since
Sep 2022
15 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, 2026Journey Advisory Group, LLC holds $6,926,356 across 4 Capital Markets names. MS ranks #3 (5.9% of the industry book) .
All Filings in MS
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $411,599 | 1,969 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $269,894 | 1,640 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $622,775 | 3,508 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $549,683 | 3,458 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $487,093 | 3,458 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $403,444 | 3,458 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $442,534 | 3,520 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $366,924 | 3,520 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $342,108 | 3,520 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $331,443 | 3,520 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $311,268 | 3,338 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $272,532 | 3,337 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $284,979 | 3,337 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $279,818 | 3,187 | Shares | Sole | 2023-05-04 | |
| 2022-09-30 | $181,723 | 2,300 | Shares | Sole | 2022-11-09 | |
| No filing history on record for this holder in this stock. | ||||||