ADVOCATE GROUP LLC

Position in MS — Morgan Stanley

CIK 1853401 MINNETONKA, MN

Position in MS

as of Jun 30, 2026 · filed Jul 17, 2026 Compact

Position Value

$10,701,593

+$1,292,797 QoQ

Shares Held

51,194

-10.5% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

2.03%

of 13F equity value

Holder Rank

#541

of 2,721 holders

Holding Since

Jun 2022

17 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

ADVOCATE GROUP LLC holds $19,542,350 across 2 Capital Markets names. MS ranks #1 (54.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	MS	Morgan Stanley This page	51,194	$10,701,593
2	SCHW	Schwab Charles Corp	95,814	$8,840,757

17 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$10,701,593	51,194	-10.5%	Shares	Sole	2026-07-17
2026-03-31	$9,408,796	57,172	-6.7%	Shares	Sole	2026-04-13
2025-12-31	$10,879,748	61,284	-15.1%	Shares	Sole	2026-01-20
2025-09-30	$11,474,050	72,182	-3.7%	Shares	Sole	2025-10-20
2025-06-30	$10,563,373	74,992	-2.5%	Shares	Sole	2025-07-25
2025-03-31	$8,971,923	76,900	-4.8%	Shares	Sole	2025-04-22
2024-12-31	$10,160,187	80,816	-4.2%	Shares	Sole	2025-01-21
2024-09-30	$8,794,207	84,365	+1.9%	Shares	Sole	2024-10-09
2024-06-30	$8,048,109	82,808	+1.3%	Shares	Sole	2024-07-10
2024-03-31	$7,694,096	81,713	+11.3%	Shares	Sole	2024-04-25
2023-12-31	$6,844,736	73,402	-2.1%	Shares	Sole	2024-01-19
2023-09-30	$6,124,678	74,993	+2.1%	Shares	Sole	2023-10-17
2023-06-30	$6,269,982	73,419	+2.6%	Shares	Sole	2023-07-20
2023-03-31	$6,279,807	71,524	-5.0%	Shares	Sole	2023-04-19
2022-12-31	$6,397,925	75,252	+4.2%	Shares	Sole	2023-01-18
2022-09-30	$5,704,522	72,200	+3.3%	Shares	Sole	2022-10-19
2022-06-30	$5,314,996	69,879	—	Shares	Sole	2022-07-27
No filing history on record for this holder in this stock.