Position in MS
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$774,702
+$159,375 QoQ
Shares Held
3,706
-0.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.98%
of 13F equity value
Holder Rank
#1,553
of 2,723 holders
Holding Since
Dec 2023
10 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, 2026Hobbs Group Advisors, LLC holds $2,752,941 across 2 Capital Markets names. MS ranks #2 (28.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
1,956 | $1,978,239 | |
| 2 | MS |
Morgan Stanley
This page
|
3,706 | $774,702 |
All Filings in MS
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $774,702 | 3,706 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $615,327 | 3,739 | Shares | Sole | 2026-05-20 | |
| 2025-12-31 | $555,491 | 3,129 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $496,432 | 3,123 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $435,398 | 3,091 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $359,460 | 3,081 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $386,589 | 3,075 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $319,495 | 3,065 | Shares | Sole | 2024-11-18 | |
| 2024-06-30 | $309,161 | 3,181 | Shares | Sole | 2024-07-22 | |
| 2023-12-31 | $340,362 | 3,650 | Shares | Sole | 2024-02-16 | |
| No filing history on record for this holder in this stock. | ||||||