Position in MS
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$7,974,666
+$1,713,107 QoQ
Shares Held
38,149
+0.3% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.53%
of 13F equity value
Holder Rank
#620
of 2,722 holders
Holding Since
Dec 2023
11 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, 2026Frank, Rimerman Advisors LLC holds $14,735,522 across 6 Capital Markets names. MS ranks #1 (54.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
This page
|
38,149 | $7,974,666 | |
| 2 | GS |
Goldman Sachs Group Inc
|
2,903 | $2,936,007 | |
| 3 | SCHW |
Schwab Charles Corp
|
21,369 | $1,971,717 | |
| 4 | LAZ |
Lazard, Inc.
|
17,139 | $718,809 | |
| 5 | TW |
Tradeweb Markets Inc.
|
5,892 | $587,196 | |
| 6 | HOOD |
Robinhood Markets, Inc.
|
5,456 | $547,127 |
All Filings in MS
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,974,666 | 38,149 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $6,261,559 | 38,048 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $6,746,672 | 38,003 | Shares | Sole | 2026-01-15 | |
| 2025-09-30 | $6,036,347 | 37,974 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $5,322,535 | 37,786 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $4,431,826 | 37,986 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $4,781,257 | 38,031 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $3,938,708 | 37,785 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $3,033,105 | 31,208 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $8,568 | 91 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $8,485 | 91 | Shares | Sole | 2024-02-13 | |
| No filing history on record for this holder in this stock. | ||||||