Western Financial Corp/CA

Position in MS — Morgan Stanley

CIK 1954480 SAN DIEGO, CA

Position in MS

as of Jun 30, 2026 · filed Jul 22, 2026 Compact

Position Value

$418,080

-$275,624 QoQ

Shares Held

2,000

-76.5% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.13%

of 13F equity value

Holder Rank

#1,911

of 2,723 holders

Holding Since

Sep 2023

2 quarters on record

Voting authority Sole 99% Shared 0% None 1%

Financial Services · as of Jun 30, 2026

Western Financial Corp/CA holds $8,164,056 across 3 Capital Markets names. MS ranks #3 (5.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GS	Goldman Sachs Group Inc	6,056	$6,124,856
2	IBKR	Interactive Brokers Group, Inc.	18,625	$1,621,120
3	MS	Morgan Stanley This page	2,000	$418,080

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$418,080	2,000	-76.5%	Shares	Sole	2026-07-22
2023-09-30	$693,704	8,494	—	Shares	Sole	2023-10-19
No filing history on record for this holder in this stock.