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Equibles

DAYMARK WEALTH PARTNERS, LLC

Position in MS — Morgan Stanley

CIK 1956824 CINCINNATI, OH
Back to MS Full portfolio

Position in MS

as of Jun 30, 2026 · filed Jul 31, 2026
Position Value
$2,564,920
+$1,092,513 QoQ
Shares Held
12,270
+37.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#992
of 2,736 holders
Holding Since
Mar 2023
11 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, 2026

DAYMARK WEALTH PARTNERS, LLC holds $41,351,762 across 11 Capital Markets names. MS ranks #3 (6.2% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 GS
Goldman Sachs Group Inc
 31,236 $31,591,153
2 SCHW
Schwab Charles Corp
 52,332 $4,828,673
3 MS
Morgan Stanley
This page 		12,270 $2,564,920
4 HOOD
Robinhood Markets, Inc.
 6,197 $621,435
5 JEF
Jefferies Financial Group Inc.
 10,060 $502,798
6 BMNR
Bitmine Immersion Technologies, Inc.
 35,159 $467,966
7 EVR
Evercore Inc.
 892 $304,564
8 CRCL
Circle Internet Group, Inc.
 3,646 $228,348

All Filings in MS

Export CSV
11 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $2,564,920 12,270
2026-03-31 $1,472,407 8,947
2025-12-31 $1,274,310 7,178
2025-09-30 $1,024,815 6,447
2025-06-30 $796,563 5,655
2025-03-31 $624,417 5,352
2024-12-31 $570,894 4,541
2024-09-30 $503,896 4,834
2024-06-30 $396,826 4,083
2023-06-30 $202,141 2,367
2023-03-31 $233,196 2,656