Fifth Third Wealth Advisors LLC

Position in MS — Morgan Stanley

CIK 1899030 Cincinnati, OH

Position in MS

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

Position Value

$7,934,531

+$2,129,818 QoQ

Shares Held

37,957

+7.6% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.35%

of 13F equity value

Holder Rank

#622

of 2,723 holders

Holding Since

Mar 2023

14 quarters on record

Voting authority Sole 98% Shared 0% None 2%

Financial Services · as of Jun 30, 2026

Fifth Third Wealth Advisors LLC holds $33,313,920 across 15 Capital Markets names. MS ranks #2 (23.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GS	Goldman Sachs Group Inc	17,992	$18,196,569
2	MS	Morgan Stanley This page	37,957	$7,934,531
3	SCHW	Schwab Charles Corp	27,340	$2,522,661
4	HOOD	Robinhood Markets, Inc.	8,032	$805,448
5	IBKR	Interactive Brokers Group, Inc.	7,888	$686,571
6	EVR	Evercore Inc.	1,372	$468,455
7	IREN	IREN Ltd	10,197	$466,308
8	SF	Stifel Financial Corp	6,398	$446,388

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$7,934,531	37,957	+7.6%	Shares	Sole	2026-07-17
2026-03-31	$5,804,713	35,272	-3.5%	Shares	Sole	2026-04-20
2025-12-31	$6,488,543	36,549	+2.2%	Shares	Sole	2026-01-15
2025-09-30	$5,682,343	35,747	+4.5%	Shares	Sole	2025-10-21
2025-06-30	$4,818,257	34,206	+13.6%	Shares	Sole	2025-07-25
2025-03-31	$3,512,233	30,104	+32.4%	Shares	Sole	2025-04-08
2024-12-31	$2,857,741	22,731	+2.5%	Shares	Sole	2025-01-14
2024-09-30	$2,312,668	22,186	+5.8%	Shares	Sole	2024-11-07
2024-06-30	$2,037,879	20,968	+40.8%	Shares	Sole	2024-07-23
2024-03-31	$1,401,854	14,888	-9.2%	Shares	Sole	2024-04-16
2023-12-31	$1,529,486	16,402	+1.1%	Shares	Sole	2024-01-08
2023-09-30	$1,325,014	16,224	+47.8%	Shares	Sole	2023-10-17
2023-06-30	$937,606	10,979	+133.0%	Shares	Sole	2023-07-25
2023-03-31	$413,713	4,712	—	Shares	Sole	2023-04-27
No filing history on record for this holder in this stock.