Forum Financial Management, LP

Position in MS — Morgan Stanley

CIK 1911832 LOMBARD, IL

Position in MS

as of Jun 30, 2026 · filed Jul 23, 2026 Compact

Position Value

$1,561,319

-$572,001 QoQ

Shares Held

7,469

-42.4% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.28%

of 13F equity value

Holder Rank

#1,195

of 2,723 holders

Holding Since

Dec 2021

19 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Forum Financial Management, LP holds $2,090,284 across 3 Capital Markets names. MS ranks #1 (74.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MS	Morgan Stanley This page	7,469	$1,561,319
2	SCHW	Schwab Charles Corp	3,782	$348,965
3	BTBT	Bit Digital, Inc	100,000	$180,000

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,561,319	7,469	-42.4%	Shares	Sole	2026-07-23
2026-03-31	$2,133,320	12,963	-57.5%	Shares	Sole	2026-04-23
2025-12-31	$5,412,712	30,489	-7.9%	Shares	Sole	2026-01-27
2025-09-30	$5,260,622	33,094	+6.6%	Shares	Sole	2025-10-24
2025-06-30	$4,372,294	31,040	-9.4%	Shares	Sole	2025-07-30
2025-03-31	$3,996,530	34,255	+63.0%	Shares	Sole	2025-05-02
2024-12-31	$2,642,257	21,017	+9.7%	Shares	Sole	2025-02-20
2024-09-30	$1,997,342	19,161	+0.7%	Shares	Sole	2024-10-29
2024-06-30	$1,849,234	19,027	+0.7%	Shares	Sole	2024-07-30
2024-03-31	$1,779,247	18,896	-0.8%	Shares	Sole	2024-05-09
2023-12-31	$1,775,480	19,040	-4.0%	Shares	Sole	2024-02-07
2023-09-30	$1,619,434	19,829	+0.0%	Shares	Sole	2023-11-06
2023-06-30	$1,693,225	19,827	+5.8%	Shares	Sole	2023-07-26
2023-03-31	$1,645,986	18,747	-1.1%	Shares	Sole	2023-04-19
2022-12-31	$1,611,384	18,953	+1.2%	Shares	Sole	2023-01-24
2022-09-30	$1,480,252	18,735	-1.1%	Shares	Sole	2022-11-07
2022-06-30	$1,440,424	18,938	+12.5%	Shares	Sole	2022-08-15
2022-03-31	$1,471,816	16,840	+0.0%	Shares	Sole	2022-05-16
2021-12-31	$1,652,916	16,839	—	Shares	Sole	2022-02-18
No filing history on record for this holder in this stock.