Position in MS
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$63,339
+$10,080 QoQ
Shares Held
303
+1.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.21%
of 13F equity value
Holder Rank
#2,551
of 2,723 holders
Holding Since
Dec 2021
18 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, 2026MARYLAND CAPITAL ADVISORS INC. holds $66,314 across 17 Capital Markets names. MS ranks #1 (95.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
This page
|
303 | $63,339 | |
| 2 | GS |
Goldman Sachs Group Inc
|
1 | $1,011 | |
| 3 | SCHW |
Schwab Charles Corp
|
4 | $369 | |
| 4 | HOOD |
Robinhood Markets, Inc.
|
3 | $300 | |
| 5 | LPLA |
LPL Financial Holdings Inc.
|
1 | $281 | |
| 6 | SF |
Stifel Financial Corp
|
2 | $139 | |
| 7 | HLI |
Houlihan Lokey, Inc.
|
1 | $134 | |
| 8 | SNEX |
StoneX Group Inc.
|
2 | $118 |
All Filings in MS
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $63,339 | 303 | Shares | Sole | 2026-07-17 | |
| 2025-12-31 | $53,259 | 300 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $47,688 | 300 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $42,258 | 300 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $35,001 | 300 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $37,716 | 300 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $31,272 | 300 | Shares | Sole | 2024-10-22 | |
| 2024-06-30 | $29,157 | 300 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $28,248 | 300 | Shares | Sole | 2024-04-11 | |
| 2023-12-31 | $27,975 | 300 | Shares | Sole | 2024-01-17 | |
| 2023-09-30 | $24,501 | 300 | Shares | Sole | 2023-10-20 | |
| 2023-06-30 | $25,620 | 300 | Shares | Sole | 2023-07-25 | |
| 2023-03-31 | $26,340 | 300 | Shares | Sole | 2023-04-26 | |
| 2022-12-31 | $25,506 | 300 | Shares | Sole | 2023-01-18 | |
| 2022-09-30 | $23,703 | 300 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $22,818 | 300 | Shares | Sole | 2022-07-25 | |
| 2022-03-31 | $26,220 | 300 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $29,448 | 300 | Shares | Sole | 2022-02-01 | |
| No filing history on record for this holder in this stock. | ||||||