Position in MS
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$2,617,807
+$1,100,801 QoQ
Shares Held
12,523
+35.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#981
of 2,716 holders
Holding Since
Dec 2023
10 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, 2026Focus Partners Advisor Solutions, LLC holds $37,625,073 across 16 Capital Markets names. MS ranks #4 (7.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LPLA |
LPL Financial Holdings Inc.
|
64,443 | $18,152,304 | |
| 2 | MIAX |
Miami International Holdings, Inc.
|
136,736 | $5,081,109 | |
| 3 | GS |
Goldman Sachs Group Inc
|
2,740 | $2,771,153 | |
| 4 | MS |
Morgan Stanley
This page
|
12,523 | $2,617,807 | |
| 5 | SCHW |
Schwab Charles Corp
|
28,312 | $2,612,348 | |
| 6 | EVR |
Evercore Inc.
|
4,592 | $1,567,892 | |
| 7 | JEF |
Jefferies Financial Group Inc.
|
26,583 | $1,328,618 | |
| 8 | HOOD |
Robinhood Markets, Inc.
|
7,661 | $768,245 |
All Filings in MS
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,617,807 | 12,523 | Shares | Other | 2026-08-06 | |
| 2026-03-31 | $1,517,006 | 9,218 | Shares | Other | 2026-05-13 | |
| 2025-12-31 | $1,163,886 | 6,556 | Shares | Other | 2026-02-11 | |
| 2025-09-30 | $893,037 | 5,618 | Shares | Other | 2025-11-12 | |
| 2025-03-31 | $646,818 | 5,544 | Shares | Other | 2025-05-15 | |
| 2024-12-31 | $639,537 | 5,087 | Shares | Other | 2025-02-18 | |
| 2024-09-30 | $558,413 | 5,357 | Shares | Other | 2024-11-14 | |
| 2024-06-30 | $415,584 | 4,276 | Shares | Other | 2024-08-14 | |
| 2024-03-31 | $319,579 | 3,394 | Shares | Other | 2024-05-15 | |
| 2023-12-31 | $224,919 | 2,412 | Shares | Other | 2024-02-14 | |
| No filing history on record for this holder in this stock. | ||||||