Commonwealth Retirement Investments LLC

Pension

Position in MS — Morgan Stanley

CIK 1963787 RICHMOND, VA

Position in MS

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

Position Value

$7,354,236

+$7,347,135 QoQ

Shares Held

35,181

+87852.5% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

2.49%

of 13F equity value

Holder Rank

#639

of 2,722 holders

Holding Since

Dec 2025

2 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Commonwealth Retirement Investments LLC holds $7,819,452 across 3 Capital Markets names. MS ranks #1 (94.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MS	Morgan Stanley This page	35,181	$7,354,236
2	SCHW	Schwab Charles Corp	4,735	$436,898
3	GS	Goldman Sachs Group Inc	28	$28,318

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$7,354,236	35,181	+87852.5%	Shares	Sole	2026-08-03
2025-12-31	$7,101	40	—	Shares	Sole	2026-02-11
No filing history on record for this holder in this stock.