Position in MS
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$44,943
+$9,232 QoQ
Shares Held
215
-0.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#2,579
of 2,722 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in MS Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026Frazier Financial Advisors, LLC holds $126,790 across 4 Capital Markets names. MS ranks #1 (35.4% of the industry book) .
All Filings in MS
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $44,943 | 215 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $35,711 | 217 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $19,350 | 109 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $17,803 | 112 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $15,353 | 109 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $12,717 | 109 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $13,703 | 109 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $14,072 | 135 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $10,982 | 113 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $10,640 | 113 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $10,164 | 109 | Shares | Sole | 2024-02-09 | |
| No filing history on record for this holder in this stock. | ||||||