Position in MS
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$503,995
+$109,027 QoQ
Shares Held
2,411
+0.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.22%
of 13F equity value
Holder Rank
#1,789
of 2,723 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in MS Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026Financial Security Advisor, Inc. holds $2,099,936 across 2 Capital Markets names. MS ranks #2 (24.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
1,578 | $1,595,941 | |
| 2 | MS |
Morgan Stanley
This page
|
2,411 | $503,995 |
All Filings in MS
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $503,995 | 2,411 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $394,968 | 2,400 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $423,764 | 2,387 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $413,137 | 2,599 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $359,615 | 2,553 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $292,958 | 2,511 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $316,185 | 2,515 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $260,808 | 2,502 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $239,670 | 2,466 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $230,692 | 2,450 | Shares | Sole | 2024-04-18 | |
| 2023-12-31 | $224,452 | 2,407 | Shares | Sole | 2024-01-24 | |
| No filing history on record for this holder in this stock. | ||||||