Position in MS
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$608,306
New position
Shares Held
2,910
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
2.02%
of 13F equity value
Holder Rank
#1,681
of 2,723 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Capital Markets
Financial Services · as of Jun 30, 2026Spectrum Investment Advisors, Inc. holds $608,306 across 1 Capital Markets name. MS ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
This page
|
2,910 | $608,306 |
All Filings in MS
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $608,306 | 2,910 | Shares | Sole | 2026-07-30 | |
| No filing history on record for this holder in this stock. | ||||||