Mach-1 Financial Group, LLC

Position in MS — Morgan Stanley

CIK 1843358 Rogers, AR

Position in MS

as of Jun 30, 2026 · filed Jul 29, 2026 Compact

Position Value

$479,119

-$974,527 QoQ

Shares Held

2,292

-74.1% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.80%

of 13F equity value

Holder Rank

#1,819

of 2,723 holders

Holding Since

Mar 2021

20 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Mach-1 Financial Group, LLC holds $682,297 across 2 Capital Markets names. MS ranks #1 (70.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	MS	Morgan Stanley This page	2,292	$479,119
2	SCHW	Schwab Charles Corp	2,202	$203,178

20 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$479,119	2,292	-74.1%	Shares	Sole	2026-07-29
2026-03-31	$1,453,646	8,833	-49.5%	Shares	Sole	2026-05-13
2025-12-31	$3,105,532	17,493	+3.1%	Shares	Sole	2026-02-06
2025-06-30	$2,389,267	16,962	-30.2%	Shares	Sole	2025-08-11
2025-03-31	$2,836,481	24,312	+406.1%	Shares	Sole	2025-05-14
2024-12-31	$603,958	4,804	-18.1%	Shares	Sole	2025-02-13
2024-09-30	$611,471	5,866	-2.9%	Shares	Sole	2024-11-01
2024-06-30	$587,221	6,042	+10.4%	Shares	Sole	2024-07-31
2024-03-31	$515,337	5,473	-67.6%	Shares	Sole	2024-05-10
2023-12-31	$1,573,873	16,878	-1.7%	Shares	Sole	2024-02-05
2023-09-30	$1,402,437	17,172	-43.1%	Shares	Sole	2023-10-17
2023-06-30	$2,576,518	30,170	+561.0%	Shares	Sole	2023-07-28
2023-03-31	$400,719	4,564	-68.1%	Shares	Sole	2023-05-10
2022-12-31	$1,215,020	14,291	+204.3%	Shares	Sole	2023-02-02
2022-09-30	$371,109	4,697	-0.4%	Shares	Sole	2022-11-08
2022-06-30	$358,850	4,718	+1538.2%	Shares	Sole	2022-08-04
2022-03-31	$25,171	288	0.0%	Shares	Sole	2022-05-06
2021-12-31	$28,270	288	0.0%	Shares	Sole	2022-02-11
2021-06-30	$26,406	288	0.0%	Shares	Sole	2021-08-04
2021-03-31	$22,366	288	—	Shares	Sole	2021-05-13
No filing history on record for this holder in this stock.