Position in MS
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$4,598
+$2,624 QoQ
Shares Held
22
+83.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#2,698
of 2,723 holders
Holding Since
Dec 2022
7 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, 2026DecisionPoint Financial, LLC holds $15,772 across 22 Capital Markets names. MS ranks #1 (29.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
This page
|
22 | $4,598 | |
| 2 | SCHW |
Schwab Charles Corp
|
28 | $2,583 | |
| 3 | GS |
Goldman Sachs Group Inc
|
2 | $2,022 | |
| 4 | HOOD |
Robinhood Markets, Inc.
|
15 | $1,504 | |
| 5 | JEF |
Jefferies Financial Group Inc.
|
18 | $899 | |
| 6 | MARA |
MARA Holdings, Inc.
|
55 | $763 | |
| 7 | LPLA |
LPL Financial Holdings Inc.
|
2 | $563 | |
| 8 | SF |
Stifel Financial Corp
|
6 | $418 |
All Filings in MS
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,598 | 22 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $1,974 | 12 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $2,130 | 12 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $1,907 | 12 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $1,690 | 12 | Shares | Sole | 2025-08-14 | |
| 2023-03-31 | $439 | 5 | Shares | Sole | 2023-09-26 | |
| 2022-12-31 | $425 | 5 | Shares | Sole | 2023-09-26 | |
| No filing history on record for this holder in this stock. | ||||||