Allen Mooney & Barnes Investment Advisors LLC

Position in MS — Morgan Stanley

CIK 2001461 Thomasville, GA

Position in MS

as of Jun 30, 2026 · filed Jul 13, 2026 Compact

Position Value

$462,187

+$98,652 QoQ

Shares Held

2,211

+0.1% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.08%

of 13F equity value

Holder Rank

#1,838

of 2,723 holders

Holding Since

Mar 2022

17 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Allen Mooney & Barnes Investment Advisors LLC holds $15,967,852 across 3 Capital Markets names. MS ranks #3 (2.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SCHW	Schwab Charles Corp	145,478	$13,423,255
2	GS	Goldman Sachs Group Inc	2,059	$2,082,410
3	MS	Morgan Stanley This page	2,211	$462,187

17 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$462,187	2,211	+0.1%	Shares	Sole	2026-07-13
2026-03-31	$363,535	2,209	+0.1%	Shares	Sole	2026-04-13
2025-12-31	$391,631	2,206	+0.1%	Shares	Sole	2026-01-21
2025-09-30	$350,188	2,203	+0.1%	Shares	Sole	2025-10-15
2025-06-30	$309,892	2,200	-10.1%	Shares	Sole	2025-07-08
2025-03-31	$285,491	2,447	-4.2%	Shares	Sole	2025-04-16
2024-12-31	$321,088	2,554	+0.1%	Shares	Sole	2025-01-14
2024-09-30	$265,916	2,551	+4.3%	Shares	Sole	2024-10-15
2024-06-30	$237,823	2,447	-2.3%	Shares	Sole	2024-07-12
2024-03-31	$235,776	2,504	+0.4%	Shares	Sole	2024-04-12
2023-12-31	$232,472	2,493	+0.2%	Shares	Sole	2024-01-22
2023-09-30	$203,194	2,488	+0.2%	Shares	Sole	2023-11-21
2023-06-30	$212,133	2,484	+2.8%	Shares	Sole	2024-05-23
2023-03-31	$212,124	2,416	-5.0%	Shares	Sole	2024-05-23
2022-12-31	$216,205	2,543	+0.1%	Shares	Sole	2024-05-23
2022-09-30	$200,685	2,540	+0.3%	Shares	Sole	2024-05-23
2022-03-31	$221,296	2,532	—	Shares	Sole	2024-05-23
No filing history on record for this holder in this stock.