Position in MS
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$15,616,751
+$2,485,547 QoQ
Shares Held
74,707
-6.4% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
1.78%
of 13F equity value
Holder Rank
#469
of 2,723 holders
Holding Since
Dec 2022
15 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in MS Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026Fiduciary Alliance LLC holds $26,530,892 across 4 Capital Markets names. MS ranks #1 (58.9% of the industry book) .
All Filings in MS
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $15,616,751 | 74,707 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $13,131,204 | 79,791 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $17,506,055 | 98,609 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $15,069,884 | 94,803 | Shares | Sole | 2025-10-08 | |
| 2025-06-30 | $13,872,737 | 98,486 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $13,496,502 | 115,681 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $12,197,731 | 97,023 | Shares | Sole | 2025-01-13 | |
| 2024-09-30 | $9,724,341 | 93,288 | Shares | Sole | 2024-10-11 | |
| 2024-06-30 | $8,019,632 | 82,515 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $7,228,098 | 76,764 | Shares | Sole | 2024-04-17 | |
| 2023-12-31 | $7,300,262 | 78,287 | Shares | Sole | 2024-01-17 | |
| 2023-09-30 | $7,097,858 | 86,909 | Shares | Sole | 2023-10-18 | |
| 2023-06-30 | $7,242,944 | 84,812 | Shares | Sole | 2023-07-18 | |
| 2023-03-31 | $5,948,098 | 67,746 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $5,203,394 | 61,202 | Shares | Sole | 2023-01-19 | |
| No filing history on record for this holder in this stock. | ||||||