Sivia Capital Partners, LLC

Position in MS — Morgan Stanley

CIK 2012032 Mill Valley, CA

Position in MS

as of Jun 30, 2026 · filed Jul 23, 2026 Compact

Position Value

$701,956

+$496,573 QoQ

Shares Held

3,358

+169.1% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.10%

of 13F equity value

Holder Rank

#1,596

of 2,718 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Sivia Capital Partners, LLC holds $6,148,629 across 9 Capital Markets names. MS ranks #4 (11.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	EVR	Evercore Inc.	4,767	$1,627,644
2	GS	Goldman Sachs Group Inc	997	$1,008,335
3	SF	Stifel Financial Corp	13,752	$959,477
4	MS	Morgan Stanley This page	3,358	$701,956
5	SCHW	Schwab Charles Corp	5,637	$520,125
6	MKTX	Marketaxess Holdings Inc	3,554	$403,343
7	NMR	Nomura Holdings Inc	40,309	$353,913
8	JEF	Jefferies Financial Group Inc.	6,628	$331,267

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$701,956	3,358	+169.1%	Shares	Sole	2026-07-23
2026-03-31	$205,383	1,248	-57.3%	Shares	Sole	2026-05-13
2025-12-31	$518,565	2,921	+10.7%	Shares	Sole	2026-02-10
2025-09-30	$419,336	2,638	+2.8%	Shares	Sole	2025-10-20
2025-06-30	$361,587	2,567	-0.3%	Shares	Sole	2025-09-24
2025-03-31	$300,308	2,574	-6.3%	Shares	Sole	2025-04-14
2024-12-31	$345,478	2,748	+3.3%	Shares	Sole	2025-01-13
2024-09-30	$277,382	2,661	+17.6%	Shares	Sole	2024-10-11
2024-06-30	$219,843	2,262	-0.3%	Shares	Sole	2024-08-05
2024-03-31	$213,649	2,269	-1.3%	Shares	Sole	2024-04-19
2023-12-31	$214,381	2,299	—	Shares	Sole	2024-03-13
No filing history on record for this holder in this stock.