Farther Finance Advisors, LLC

Position in MS — Morgan Stanley

CIK 1992825 SAN FRANCISCO, CA

Position in MS

as of Jun 30, 2026 · filed Jul 17, 2026 Compact

Position Value

$6,435,296

+$1,623,599 QoQ

Shares Held

30,785

+5.3% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.15%

of 13F equity value

Holder Rank

#677

of 2,722 holders

Holding Since

Dec 2022

15 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Farther Finance Advisors, LLC holds $38,170,276 across 51 Capital Markets names. MS ranks #3 (16.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GS	Goldman Sachs Group Inc	11,716	$11,849,210
2	SCHW	Schwab Charles Corp	76,446	$7,053,672
3	MS	Morgan Stanley This page	30,785	$6,435,296
4	HOOD	Robinhood Markets, Inc.	31,675	$3,176,369
5	IREN	IREN Ltd	64,882	$2,967,053
6	IBKR	Interactive Brokers Group, Inc.	10,562	$919,316
7	LPLA	LPL Financial Holdings Inc.	2,597	$731,522
8	PIPR	Piper Sandler Companies	8,436	$610,260

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$6,435,296	30,785	+5.3%	Shares	Sole	2026-07-17
2026-03-31	$4,811,697	29,238	-1.7%	Shares	Sole	2026-04-07
2025-12-31	$5,280,452	29,744	+40.1%	Shares	Sole	2026-01-23
2025-09-30	$3,375,038	21,232	+24.9%	Shares	Sole	2025-10-14
2025-06-30	$2,394,901	17,002	+42.7%	Shares	Sole	2025-07-11
2025-03-31	$1,389,773	11,912	+33.5%	Shares	Sole	2025-04-14
2024-12-31	$1,121,799	8,923	-34.6%	Shares	Sole	2025-02-10
2024-09-30	$1,422,771	13,649	-9.0%	Shares	Sole	2024-10-29
2024-06-30	$1,457,266	14,994	+45.6%	Shares	Sole	2024-07-31
2024-03-31	$969,565	10,297	+9.5%	Shares	Sole	2024-05-14
2023-12-31	$877,202	9,407	+152.5%	Shares	Sole	2024-02-15
2023-09-30	$304,302	3,726	-20.2%	Shares	Sole	2023-11-14
2023-06-30	$398,732	4,669	+67.6%	Shares	Sole	2024-05-14
2023-03-31	$244,523	2,785	+135.2%	Shares	Sole	2024-05-14
2022-12-31	$100,663	1,184	—	Shares	Sole	2023-09-12
No filing history on record for this holder in this stock.