Position in MS
as of Mar 31, 2026
· filed Apr 7, 2026
Position Value
$4,811,697
-$468,755 QoQ
Shares Held
29,238
-1.7% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2022
14 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in MS Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Mar 31, 2026Farther Finance Advisors, LLC holds $30,786,325 across 46 Capital Markets names. MS ranks #3 (15.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
11,155 | $9,437,018 | |
| 2 | SCHW |
Schwab Charles Corp
|
72,937 | $6,854,619 | |
| 3 | MS |
Morgan Stanley
This page
|
29,238 | $4,811,697 | |
| 4 | HOOD |
Robinhood Markets, Inc.
|
32,809 | $2,273,663 | |
| 5 | IREN |
IREN Ltd
|
65,115 | $2,232,142 | |
| 6 | LPLA |
LPL Financial Holdings Inc.
|
2,533 | $762,002 | |
| 7 | IBKR |
Interactive Brokers Group, Inc.
|
7,072 | $474,319 | |
| 8 | TW |
Tradeweb Markets Inc.
|
3,537 | $416,163 |
All Filings in MS
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $4,811,697 | 29,238 | Shares | Sole | 2026-04-07 | |
| 2025-12-31 | $5,280,452 | 29,744 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $3,375,038 | 21,232 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $2,394,901 | 17,002 | Shares | Sole | 2025-07-11 | |
| 2025-03-31 | $1,389,773 | 11,912 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $1,121,799 | 8,923 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $1,422,771 | 13,649 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $1,457,266 | 14,994 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $969,565 | 10,297 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $877,202 | 9,407 | Shares | Sole | 2024-02-15 | |
| 2023-09-30 | $304,302 | 3,726 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $398,732 | 4,669 | Shares | Sole | 2024-05-14 | |
| 2023-03-31 | $244,523 | 2,785 | 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. | ||||||