Position in MS
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$1,142,403
+$266,562 QoQ
Shares Held
5,465
+2.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.43%
of 13F equity value
Holder Rank
#1,326
of 2,723 holders
Holding Since
Dec 2021
17 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, 2026Resurgent Financial Advisors LLC holds $2,367,316 across 4 Capital Markets names. MS ranks #1 (48.3% of the industry book) .
All Filings in MS
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17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,142,403 | 5,465 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $875,841 | 5,322 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $1,086,128 | 6,118 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $985,552 | 6,200 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $1,200,268 | 8,521 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $1,388,956 | 11,905 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $962,260 | 7,654 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $817,345 | 7,841 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $671,194 | 6,906 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $672,773 | 7,145 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $807,358 | 8,658 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $779,295 | 9,542 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $784,740 | 9,189 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $757,362 | 8,626 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $673,783 | 7,925 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $602,767 | 7,629 | Shares | Sole | 2022-11-14 | |
| 2021-12-31 | $1,172,324 | 11,943 | Shares | Sole | 2022-05-16 | |
| No filing history on record for this holder in this stock. | ||||||