Beverly Hills Private Wealth, LLC

Position in MS — Morgan Stanley

CIK 1965710 BEVERLY HILLS, CA

Position in MS

as of Jun 30, 2026 · filed Aug 7, 2026 Compact

Position Value

$1,266,781

+$167,126 QoQ

Shares Held

6,060

-9.3% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.30%

of 13F equity value

Holder Rank

#1,281

of 2,718 holders

Holding Since

Jun 2023

13 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Beverly Hills Private Wealth, LLC holds $18,864,676 across 4 Capital Markets names. MS ranks #4 (6.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SCHW	Schwab Charles Corp	124,548	$11,492,043
2	SF	Stifel Financial Corp	55,849	$3,896,584
3	OPY	Oppenheimer Holdings Inc	20,933	$2,209,268
4	MS	Morgan Stanley This page	6,060	$1,266,781

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,266,781	6,060	-9.3%	Shares	Other	2026-08-07
2026-03-31	$1,099,655	6,682	-19.5%	Shares	Sole	2026-05-04
2025-12-31	$1,472,965	8,297	-2.3%	Shares	Sole	2026-02-17
2025-09-30	$1,349,727	8,491	-24.9%	Shares	Sole	2025-11-10
2025-06-30	$1,593,546	11,313	-0.3%	Shares	Sole	2025-07-29
2025-03-31	$1,323,502	11,344	-34.7%	Shares	Sole	2025-04-30
2024-12-31	$2,184,257	17,374	-26.5%	Shares	Sole	2025-02-14
2024-09-30	$2,463,709	23,635	+28.6%	Shares	Sole	2024-11-12
2024-06-30	$1,785,767	18,374	+27.8%	Shares	Sole	2024-08-08
2024-03-31	$1,354,112	14,381	+70.9%	Shares	Sole	2024-05-09
2023-12-31	$784,884	8,417	+80.4%	Shares	Sole	2024-01-30
2023-09-30	$381,071	4,666	-1.5%	Shares	Sole	2023-11-08
2023-06-30	$404,710	4,739	—	Shares	Sole	2023-08-10
No filing history on record for this holder in this stock.