Stiles Financial Services Inc

Position in MS — Morgan Stanley

CIK 1904832 EDINA, MN

Position in MS

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$248,966

+$19,775 QoQ

Shares Held

1,191

-7.7% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.06%

of 13F equity value

Holder Rank

#2,243

of 2,723 holders

Holding Since

Mar 2022

13 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Stiles Financial Services Inc holds $2,277,154 across 3 Capital Markets names. MS ranks #3 (10.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GS	Goldman Sachs Group Inc	1,333	$1,348,156
2	MKTX	Marketaxess Holdings Inc	5,992	$680,032
3	MS	Morgan Stanley This page	1,191	$248,966

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$248,966	1,191	-7.7%	Shares	Sole	2026-08-12
2025-12-31	$229,191	1,291	-4.9%	Shares	Sole	2026-02-03
2025-09-30	$215,867	1,358	-53.3%	Shares	Sole	2025-10-30
2024-06-30	$282,822	2,910	-4.5%	Shares	Sole	2024-08-01
2024-03-31	$286,811	3,046	+0.9%	Shares	Sole	2024-04-30
2023-12-31	$281,428	3,018	+1.0%	Shares	Sole	2024-01-26
2023-09-30	$244,029	2,988	-1.1%	Shares	Sole	2023-11-08
2023-06-30	$258,078	3,022	+0.8%	Shares	Sole	2023-07-21
2023-03-31	$263,136	2,997	-3.4%	Shares	Sole	2023-05-11
2022-12-31	$263,647	3,101	+0.7%	Shares	Sole	2023-01-27
2022-09-30	$243,271	3,079	+2.8%	Shares	Sole	2022-11-02
2022-06-30	$227,875	2,996	+15.7%	Shares	Sole	2022-07-26
2022-03-31	$226,278	2,589	—	Shares	Sole	2022-05-06
No filing history on record for this holder in this stock.