Position in MS
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$379,825
+$139,883 QoQ
Shares Held
1,817
+24.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#1,991
of 2,723 holders
Holding Since
Dec 2021
6 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, 2026DRIVE WEALTH MANAGEMENT, LLC holds $2,771,005 across 7 Capital Markets names. MS ranks #3 (13.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
999 | $1,010,358 | |
| 2 | IREN |
IREN Ltd
|
8,529 | $390,030 | |
| 3 | MS |
Morgan Stanley
This page
|
1,817 | $379,825 | |
| 4 | SNEX |
StoneX Group Inc.
|
3,962 | $312,958 | |
| 5 | MRX |
Marex Group Ltd
|
4,562 | $278,053 | |
| 6 | SF |
Stifel Financial Corp
|
3,299 | $230,170 | |
| 7 | NMR |
Nomura Holdings Inc
|
19,318 | $169,611 |
All Filings in MS
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $379,825 | 1,817 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $239,942 | 1,458 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $237,889 | 1,340 | Shares | Sole | 2026-02-04 | |
| 2022-06-30 | $285,985 | 3,760 | Shares | Sole | 2022-11-15 | |
| 2022-03-31 | $387,007 | 4,428 | Shares | Sole | 2022-11-15 | |
| 2021-12-31 | $365,744 | 3,726 | Shares | Sole | 2022-11-15 | |
| No filing history on record for this holder in this stock. | ||||||