Trifecta Capital Advisors, LLC

Position in MS — Morgan Stanley

CIK 1962615 NORTHBROOK, IL

Position in MS

as of Jun 30, 2026 · filed Aug 3, 2026 Compact

Position Value

$12,360,953

+$2,557,519 QoQ

Shares Held

59,132

-0.7% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

1.83%

of 13F equity value

Holder Rank

#508

of 2,723 holders

Holding Since

Dec 2022

15 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Trifecta Capital Advisors, LLC holds $29,597,129 across 6 Capital Markets names. MS ranks #2 (41.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GS	Goldman Sachs Group Inc	13,098	$13,246,924
2	MS	Morgan Stanley This page	59,132	$12,360,953
3	HOOD	Robinhood Markets, Inc.	39,360	$3,947,020
4	IBKR	Interactive Brokers Group, Inc.	204	$17,756
5	SCHW	Schwab Charles Corp	175	$16,147
6	CRCL	Circle Internet Group, Inc.	133	$8,329

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$12,360,953	59,132	-0.7%	Shares	Sole	2026-08-03
2026-03-31	$9,803,434	59,570	+2.4%	Shares	Sole	2026-05-01
2025-12-31	$10,323,014	58,148	+3.1%	Shares	Sole	2026-01-30
2025-09-30	$8,967,410	56,413	+1.1%	Shares	Sole	2025-11-03
2025-06-30	$7,856,889	55,778	+11.0%	Shares	Sole	2025-07-23
2025-03-31	$5,865,234	50,272	-1.6%	Shares	Sole	2025-04-21
2024-12-31	$6,425,423	51,109	-1.1%	Shares	Sole	2025-02-04
2024-09-30	$5,388,686	51,695	-2.0%	Shares	Sole	2024-10-16
2024-06-30	$5,126,675	52,749	-0.7%	Shares	Sole	2024-08-07
2024-03-31	$5,000,272	53,104	+3.2%	Shares	Sole	2024-04-16
2023-12-31	$4,799,764	51,472	+1.7%	Shares	Sole	2024-01-25
2023-09-30	$4,133,890	50,617	-0.4%	Shares	Sole	2023-11-01
2023-06-30	$4,340,796	50,829	+1.2%	Shares	Sole	2023-08-14
2023-03-31	$4,411,423	50,244	+1.7%	Shares	Sole	2023-05-09
2022-12-31	$4,200,838	49,410	—	Shares	Sole	2023-01-18
No filing history on record for this holder in this stock.