Position in MS
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$699,656
+$147,360 QoQ
Shares Held
3,347
-0.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.42%
of 13F equity value
Holder Rank
#1,602
of 2,723 holders
Holding Since
Jun 2022
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, 2026Quantum Financial Advisors, LLC holds $2,034,553 across 4 Capital Markets names. MS ranks #1 (34.4% 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 | $699,656 | 3,347 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $552,296 | 3,356 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $594,015 | 3,346 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $531,244 | 3,342 | Shares | Sole | 2025-10-08 | |
| 2025-06-30 | $470,754 | 3,342 | Shares | Sole | 2025-07-11 | |
| 2025-03-31 | $389,911 | 3,342 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $420,156 | 3,342 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $358,064 | 3,435 | Shares | Sole | 2024-10-04 | |
| 2024-06-30 | $346,676 | 3,567 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $335,868 | 3,567 | Shares | Sole | 2024-04-26 | |
| 2023-12-31 | $332,902 | 3,570 | Shares | Sole | 2024-01-09 | |
| 2023-09-30 | $348,077 | 4,262 | Shares | Sole | 2023-11-29 | |
| 2023-06-30 | $304,878 | 3,570 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $313,446 | 3,570 | Shares | Sole | 2023-04-07 | |
| 2022-12-31 | $303,521 | 3,570 | Shares | Sole | 2023-01-18 | |
| 2022-09-30 | $280,485 | 3,550 | Shares | Sole | 2022-10-24 | |
| 2022-06-30 | $269,632 | 3,545 | Shares | Sole | 2022-08-15 | |
| No filing history on record for this holder in this stock. | ||||||