PFG Investments, LLC

Position in MS — Morgan Stanley

CIK 1973224 WOODBURY, NY

Position in MS

as of Jun 30, 2026 · filed Jul 23, 2026 Compact

Position Value

$3,895,669

+$906,749 QoQ

Shares Held

18,636

+2.6% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.22%

of 13F equity value

Holder Rank

#182

of 865 holders

Holding Since

Mar 2023

14 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

PFG Investments, LLC holds $14,018,480 across 13 Capital Markets names. MS ranks #2 (27.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GS	Goldman Sachs Group Inc	4,513	$4,564,312
2	MS	Morgan Stanley This page	18,636	$3,895,669
3	HOOD	Robinhood Markets, Inc.	11,656	$1,168,863
4	IBKR	Interactive Brokers Group, Inc.	13,361	$1,162,941
5	CRCL	Circle Internet Group, Inc.	16,245	$1,017,424
6	IREN	IREN Ltd	18,001	$823,185
7	SCHW	Schwab Charles Corp	6,639	$612,580
8	JEF	Jefferies Financial Group Inc.	5,838	$291,783

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,895,669	18,636	+2.6%	Shares	Sole	2026-07-23
2026-03-31	$2,988,920	18,162	+2.1%	Shares	Sole	2026-04-27
2025-12-31	$3,156,483	17,780	+0.9%	Shares	Sole	2026-01-26
2025-09-30	$2,800,239	17,616	-2.7%	Shares	Sole	2025-10-31
2025-06-30	$2,550,833	18,109	-6.4%	Shares	Sole	2025-07-18
2025-03-31	$2,256,981	19,345	-10.7%	Shares	Sole	2025-04-22
2024-12-31	$2,722,718	21,657	-3.1%	Shares	Sole	2025-01-22
2024-09-30	$2,330,597	22,358	-0.1%	Shares	Sole	2024-10-24
2024-06-30	$2,174,334	22,372	+1.1%	Shares	Sole	2024-08-07
2024-03-31	$2,083,478	22,127	+29.7%	Shares	Sole	2024-04-22
2023-12-31	$1,591,031	17,062	+32.0%	Shares	Sole	2024-01-17
2023-09-30	$1,055,421	12,923	-4.2%	Shares	Sole	2023-11-06
2023-06-30	$1,151,960	13,489	+15.3%	Shares	Sole	2023-08-03
2023-03-31	$1,026,996	11,697	—	Shares	Sole	2023-05-11
No filing history on record for this holder in this stock.