Position in MS
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$677,080
+$144,038 QoQ
Shares Held
3,239
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.52%
of 13F equity value
Holder Rank
#1,623
of 2,723 holders
Holding Since
Dec 2021
19 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, 2026GUERRA PAN ADVISORS, LLC holds $1,041,173 across 2 Capital Markets names. MS ranks #1 (65.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
This page
|
3,239 | $677,080 | |
| 2 | GS |
Goldman Sachs Group Inc
|
360 | $364,093 |
All Filings in MS
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $677,080 | 3,239 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $533,042 | 3,239 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $575,019 | 3,239 | Shares | Sole | 2026-01-13 | |
| 2025-09-30 | $514,871 | 3,239 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $456,245 | 3,239 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $377,894 | 3,239 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $407,207 | 3,239 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $337,633 | 3,239 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $314,798 | 3,239 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $304,984 | 3,239 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $302,036 | 3,239 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $264,529 | 3,239 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $276,610 | 3,239 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $284,384 | 3,239 | Shares | Sole | 2023-04-21 | |
| 2022-12-31 | $275,379 | 3,239 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $255,913 | 3,239 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $246,358 | 3,239 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $283,088 | 3,239 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $317,940 | 3,239 | Shares | Sole | 2022-02-15 | |
| No filing history on record for this holder in this stock. | ||||||