BARON SILVER STEVENS FINANCIAL ADVISORS, LLC
Position in MS — Morgan Stanley
CIK 1851395
Boca Raton, FL
Position in MS
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$342,198
+$94,685 QoQ
Shares Held
1,637
+8.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.41%
of 13F equity value
Holder Rank
#2,044
of 2,723 holders
Holding Since
Dec 2020
8 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, 2026BARON SILVER STEVENS FINANCIAL ADVISORS, LLC holds $692,132 across 2 Capital Markets names. MS ranks #2 (49.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
346 | $349,934 | |
| 2 | MS |
Morgan Stanley
This page
|
1,637 | $342,198 |
All Filings in MS
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $342,198 | 1,637 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $247,513 | 1,504 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $267,892 | 1,509 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $347,963 | 2,189 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $308,060 | 2,187 | Shares | Sole | 2025-07-17 | |
| 2024-12-31 | $202,409 | 1,610 | Shares | Sole | 2025-01-17 | |
| 2024-03-31 | $203,291 | 2,159 | Shares | Sole | 2024-05-02 | |
| 2020-12-31 | $1,918 | 28 | Shares | Sole | 2021-03-19 | |
| No filing history on record for this holder in this stock. | ||||||