Position in MS
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$1,144,075
+$243,713 QoQ
Shares Held
5,473
+0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.77%
of 13F equity value
Holder Rank
#1,325
of 2,723 holders
Holding Since
Dec 2022
15 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, 2026Northern Financial Advisors Inc holds $4,907,382 across 2 Capital Markets names. MS ranks #2 (23.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
3,721 | $3,763,307 | |
| 2 | MS |
Morgan Stanley
This page
|
5,473 | $1,144,075 |
All Filings in MS
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,144,075 | 5,473 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $900,362 | 5,471 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $427,669 | 2,409 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $850,594 | 5,351 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $750,361 | 5,327 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $610,884 | 5,236 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $671,093 | 5,338 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $563,521 | 5,406 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $515,009 | 5,299 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $499,801 | 5,308 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $494,971 | 5,308 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $572,098 | 7,005 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $617,442 | 7,230 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $706,438 | 8,046 | Shares | Sole | 2023-04-27 | |
| 2022-12-31 | $607,382 | 7,144 | Shares | Sole | 2023-01-30 | |
| No filing history on record for this holder in this stock. | ||||||