CATALYST FINANCIAL PARTNERS LLC

Position in MS — Morgan Stanley

CIK 1927537 BOSTON, MA

Position in MS

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

Position Value

$1,712,664

+$401,700 QoQ

Shares Held

8,193

+2.8% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.33%

of 13F equity value

Holder Rank

#1,142

of 2,723 holders

Holding Since

Dec 2022

15 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

CATALYST FINANCIAL PARTNERS LLC holds $6,198,960 across 6 Capital Markets names. MS ranks #2 (27.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GS	Goldman Sachs Group Inc	1,759	$1,778,999
2	MS	Morgan Stanley This page	8,193	$1,712,664
3	SCHW	Schwab Charles Corp	13,433	$1,239,462
4	JEF	Jefferies Financial Group Inc.	14,423	$720,861
5	TW	Tradeweb Markets Inc.	5,031	$501,389
6	HOOD	Robinhood Markets, Inc.	2,449	$245,585

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,712,664	8,193	+2.8%	Shares	Sole	2026-07-30
2026-03-31	$1,310,964	7,966	+7.1%	Shares	Sole	2026-05-12
2025-12-31	$1,320,468	7,438	-0.7%	Shares	Sole	2026-02-04
2025-09-30	$1,190,769	7,491	+2.8%	Shares	Sole	2025-11-12
2025-06-30	$1,026,446	7,287	+6.0%	Shares	Sole	2025-08-14
2025-03-31	$801,989	6,874	+2.1%	Shares	Sole	2025-05-02
2024-12-31	$846,724	6,735	+1.4%	Shares	Sole	2025-01-30
2024-09-30	$692,674	6,645	+5.9%	Shares	Sole	2024-10-28
2024-06-30	$610,061	6,277	+4.5%	Shares	Sole	2024-07-25
2024-03-31	$565,430	6,005	+3.1%	Shares	Sole	2024-04-23
2023-12-31	$543,181	5,825	+2.8%	Shares	Sole	2024-02-07
2023-09-30	$462,660	5,665	+8.4%	Shares	Sole	2023-10-26
2023-06-30	$446,385	5,227	+11.6%	Shares	Sole	2023-08-02
2023-03-31	$411,255	4,684	+37.8%	Shares	Sole	2023-04-11
2022-12-31	$289,068	3,400	—	Shares	Sole	2023-01-19
No filing history on record for this holder in this stock.