Position in MS
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$4,503,348
+$744,734 QoQ
Shares Held
21,543
-5.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.82%
of 13F equity value
Holder Rank
#782
of 2,723 holders
Holding Since
Jun 2022
17 quarters on record
Voting authority
Sole 80%
Shared 0%
None 20%
Common Shares in MS Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026First National Advisers, LLC holds $9,989,878 across 5 Capital Markets names. MS ranks #1 (45.1% 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 | $4,503,348 | 21,543 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $3,758,614 | 22,839 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $4,655,546 | 26,224 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $5,172,399 | 32,539 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $4,482,869 | 31,825 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $3,657,487 | 31,349 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $4,587,397 | 36,489 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $3,641,311 | 34,932 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $3,179,570 | 32,715 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $1,558,818 | 16,555 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $1,242,556 | 13,325 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $697,298 | 8,538 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $425,377 | 4,981 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $567,363 | 6,462 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $547,103 | 6,435 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $455,729 | 5,768 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $322,038 | 4,234 | Shares | Sole | 2022-08-12 | |
| No filing history on record for this holder in this stock. | ||||||