Bruce G. Allen Investments, LLC

Position in MS — Morgan Stanley

CIK 2005409 DENVER, CO

Position in MS

as of Jun 30, 2026 · filed Jul 31, 2026 Compact

Position Value

$272,379

+$27,006 QoQ

Shares Held

1,303

-12.6% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.48%

of 13F equity value

Holder Rank

#2,187

of 2,716 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Bruce G. Allen Investments, LLC holds $763,647 across 18 Capital Markets names. MS ranks #1 (35.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MS	Morgan Stanley This page	1,303	$272,379
2	GS	Goldman Sachs Group Inc	172	$173,955
3	SCHW	Schwab Charles Corp	1,784	$164,609
4	SF	Stifel Financial Corp	1,023	$71,374
5	NMR	Nomura Holdings Inc	4,870	$42,758
6	IBKR	Interactive Brokers Group, Inc.	180	$15,667
7	JEF	Jefferies Financial Group Inc.	103	$5,147
8	TW	Tradeweb Markets Inc.	41	$4,086

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$272,379	1,303	-12.6%	Shares	Sole	2026-07-31
2026-03-31	$245,373	1,491	+4.0%	Shares	Sole	2026-05-08
2025-12-31	$254,400	1,433	-6.6%	Shares	Sole	2026-02-10
2025-09-30	$243,844	1,534	-1.5%	Shares	Sole	2025-10-30
2025-06-30	$219,319	1,557	+1.2%	Shares	Sole	2025-07-09
2025-03-31	$179,555	1,539	-9.5%	Shares	Sole	2025-04-14
2024-12-31	$213,724	1,700	-2.6%	Shares	Sole	2025-01-10
2024-09-30	$182,003	1,746	-1.9%	Shares	Sole	2024-10-08
2024-06-30	$172,998	1,780	-19.9%	Shares	Sole	2024-07-12
2024-03-31	$209,223	2,222	-0.9%	Shares	Sole	2024-04-10
2023-12-31	$209,159	2,243	—	Shares	Sole	2024-01-11
No filing history on record for this holder in this stock.