Position in MS
as of Mar 31, 2026
· filed Apr 9, 2026
Position Value
$3,785
-$298 QoQ
Shares Held
23
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2022
4 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, 2026PFS Partners, LLC holds $98,625 across 5 Capital Markets names. MS ranks #3 (3.8% of the industry book) .
All Filings in MS
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $3,785 | 23 | Shares | Sole | 2026-04-09 | |
| 2025-12-31 | $4,083 | 23 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $3,656 | 23 | Shares | Sole | 2025-10-16 | |
| 2022-09-30 | $39,505 | 500 | Shares | Sole | 2023-12-01 | |
| No filing history on record for this holder in this stock. | ||||||