Position in MS
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$420,170
+$80,827 QoQ
Shares Held
2,010
-2.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#1,905
of 2,723 holders
Holding Since
Dec 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, 2026Beaumont Financial Advisors, LLC holds $2,202,439 across 4 Capital Markets names. MS ranks #3 (19.1% of the industry book) .
All Filings in MS
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $420,170 | 2,010 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $339,343 | 2,062 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $363,936 | 2,050 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $384,842 | 2,421 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $345,247 | 2,451 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $288,291 | 2,471 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $272,183 | 2,165 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $228,285 | 2,190 | Shares | Sole | 2024-10-09 | |
| 2024-06-30 | $212,360 | 2,185 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $213,931 | 2,272 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $235,363 | 2,524 | Shares | Sole | 2024-01-31 | |
| No filing history on record for this holder in this stock. | ||||||