Ascentis Independent Advisors

Position in MS — Morgan Stanley

CIK 1845003 DALLAS, TX

Position in MS

as of Mar 31, 2026 · filed Apr 28, 2026 Compact

Position Value

$2,265,468

+$259,735 QoQ

Shares Held

13,766

+21.8% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.29%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2023

12 quarters on record

Voting authority Sole 100.ToString("F0")% Shared 0.ToString("F0")% None 0.ToString("F0")%

Financial Services · as of Mar 31, 2026

Ascentis Independent Advisors holds $9,373,101 across 19 Capital Markets names. MS ranks #3 (24.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SCHW	Schwab Charles Corp	32,681	$3,071,357
2	GS	Goldman Sachs Group Inc	2,926	$2,475,365
3	MS	Morgan Stanley This page	13,766	$2,265,468
4	CRCL	Circle Internet Group, Inc.	8,699	$829,970
5	IBKR	Interactive Brokers Group, Inc.	4,918	$329,847
6	RIOT	Riot Platforms, Inc.	8,543	$105,591
7	IREN	IREN Ltd	2,910	$99,753
8	BMNR	Bitmine Immersion Technologies, Inc.	3,805	$75,262

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$2,265,468	13,766	+21.8%	Shares	Sole	2026-04-28
2025-12-31	$2,005,733	11,298	-7.3%	Shares	Sole	2026-01-29
2025-09-30	$1,937,563	12,189	-8.0%	Shares	Sole	2025-10-21
2025-06-30	$1,865,408	13,243	-2.7%	Shares	Sole	2025-07-14
2025-03-31	$1,588,462	13,615	-0.4%	Shares	Sole	2025-04-23
2024-12-31	$1,719,346	13,676	+24.6%	Shares	Sole	2025-01-24
2024-09-30	$1,143,936	10,975	-9.5%	Shares	Sole	2024-10-29
2024-06-30	$1,178,720	12,128	+27.1%	Shares	Sole	2024-07-29
2023-12-31	$889,605	9,540	-6.8%	Shares	Sole	2024-02-02
2023-09-30	$835,729	10,233	-26.7%	Shares	Sole	2023-10-20
2023-06-30	$1,191,842	13,956	+34.5%	Shares	Sole	2023-07-19
2023-03-31	$910,925	10,375	—	Shares	Sole	2023-06-01
No filing history on record for this holder in this stock.