Position in MS
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$1,631,557
+$357,457 QoQ
Shares Held
7,805
+0.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.61%
of 13F equity value
Holder Rank
#1,170
of 2,723 holders
Holding Since
Mar 2022
11 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in MS Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026CFS Investment Advisory Services, LLC holds $3,273,010 across 2 Capital Markets names. MS ranks #2 (49.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
1,623 | $1,641,453 | |
| 2 | MS |
Morgan Stanley
This page
|
7,805 | $1,631,557 |
All Filings in MS
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,631,557 | 7,805 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $1,274,100 | 7,742 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $1,356,151 | 7,639 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $1,218,587 | 7,666 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $1,033,348 | 7,336 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $709,703 | 6,083 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $790,024 | 6,284 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $662,966 | 6,360 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $1,230,814 | 12,664 | Shares | Sole | 2024-08-13 | |
| 2023-06-30 | $432,636 | 5,066 | Shares | Sole | 2023-07-21 | |
| 2022-03-31 | $1,000 | 94,654 | Shares | Sole | 2022-05-27 | |
| No filing history on record for this holder in this stock. | ||||||