Position in MS
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$342,407
+$72,842 QoQ
Shares Held
1,638
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
#2,039
of 2,718 holders
Holding Since
Dec 2022
15 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, 2026ARMSTRONG ADVISORY GROUP, INC holds $962,048 across 9 Capital Markets names. MS ranks #2 (35.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
563 | $569,401 | |
| 2 | MS |
Morgan Stanley
This page
|
1,638 | $342,407 | |
| 3 | FIGR |
Figure Technology Solutions, Inc.
|
500 | $15,355 | |
| 4 | IREN |
IREN Ltd
|
247 | $11,295 | |
| 5 | TW |
Tradeweb Markets Inc.
|
101 | $10,065 | |
| 6 | OPY |
Oppenheimer Holdings Inc
|
60 | $6,332 | |
| 7 | LPLA |
LPL Financial Holdings Inc.
|
9 | $2,535 | |
| 8 | JEF |
Jefferies Financial Group Inc.
|
50 | $2,499 |
All Filings in MS
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $342,407 | 1,638 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $269,565 | 1,638 | Shares | Sole | 2026-04-10 | |
| 2025-12-31 | $292,036 | 1,645 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $260,376 | 1,638 | Shares | Sole | 2025-10-08 | |
| 2025-06-30 | $230,728 | 1,638 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $199,389 | 1,709 | Shares | Sole | 2025-04-10 | |
| 2024-12-31 | $214,855 | 1,709 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $119,146 | 1,143 | Shares | Sole | 2024-10-11 | |
| 2024-06-30 | $114,878 | 1,182 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $118,170 | 1,255 | Shares | Sole | 2024-04-12 | |
| 2023-12-31 | $117,028 | 1,255 | Shares | Sole | 2024-01-17 | |
| 2023-09-30 | $102,495 | 1,255 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $107,177 | 1,255 | Shares | Sole | 2023-07-06 | |
| 2023-03-31 | $110,189 | 1,255 | Shares | Sole | 2023-04-07 | |
| 2022-12-31 | $106,700 | 1,255 | Shares | Sole | 2023-01-17 | |
| No filing history on record for this holder in this stock. | ||||||