Position in MS
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$330,283
+$92,151 QoQ
Shares Held
1,580
+9.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.46%
of 13F equity value
Holder Rank
#2,063
of 2,723 holders
Holding Since
Sep 2025
4 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, 2026Powers Advisory Group, LLC holds $330,283 across 1 Capital Markets name. MS ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
This page
|
1,580 | $330,283 |
All Filings in MS
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $330,283 | 1,580 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $238,132 | 1,447 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $256,175 | 1,443 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $220,477 | 1,387 | Shares | Sole | 2025-10-22 | |
| No filing history on record for this holder in this stock. | ||||||