Position in MS
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$4,045,760
+$997,595 QoQ
Shares Held
19,354
+4.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
#811
of 2,723 holders
Holding Since
Dec 2020
23 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, 2026Snowden Capital Advisors LLC holds $51,948,527 across 12 Capital Markets names. MS ranks #3 (7.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
27,556 | $27,869,311 | |
| 2 | SCHW |
Schwab Charles Corp
|
144,587 | $13,341,042 | |
| 3 | MS |
Morgan Stanley
This page
|
19,354 | $4,045,760 | |
| 4 | HOOD |
Robinhood Markets, Inc.
|
28,169 | $2,824,787 | |
| 5 | IREN |
IREN Ltd
|
21,007 | $960,650 | |
| 6 | BMNR |
Bitmine Immersion Technologies, Inc.
|
51,640 | $687,328 | |
| 7 | SF |
Stifel Financial Corp
|
8,470 | $590,951 | |
| 8 | LPLA |
LPL Financial Holdings Inc.
|
1,565 | $440,829 |
All Filings in MS
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,045,760 | 19,354 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $3,048,165 | 18,522 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $3,226,430 | 18,174 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $2,402,521 | 15,114 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $2,034,159 | 14,441 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $1,814,918 | 15,556 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $2,102,667 | 16,725 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $1,813,463 | 17,397 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $1,474,177 | 15,168 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $1,557,594 | 16,542 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $1,179,799 | 12,652 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $4,817,059 | 58,982 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $1,503,552 | 17,606 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $1,579,258 | 17,987 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $1,664,181 | 19,574 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $1,723,682 | 21,816 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $1,754,323 | 23,065 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $2,052,938 | 23,489 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $400,296 | 4,078 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $1,432,987 | 14,726 | Shares | Sole | 2024-02-06 | |
| 2021-06-30 | $1,487,486 | 16,223 | Shares | Sole | 2024-01-08 | |
| 2021-03-31 | $830,185 | 10,690 | Shares | Sole | 2024-01-08 | |
| 2020-12-31 | $378,217 | 5,519 | Shares | Sole | 2024-01-08 | |
| No filing history on record for this holder in this stock. | ||||||