Position in MS
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$438,984
-$256,488 QoQ
Shares Held
2,100
-50.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.26%
of 13F equity value
Holder Rank
#1,881
of 2,723 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in MS Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026AA Financial Advisors, LLC holds $438,984 across 1 Capital Markets name. MS ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
This page
|
2,100 | $438,984 |
All Filings in MS
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $438,984 | 2,100 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $695,472 | 4,226 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $716,866 | 4,038 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $637,906 | 4,013 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $567,384 | 4,028 | Shares | Sole | 2025-07-11 | |
| 2025-03-31 | $375,210 | 3,216 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $404,315 | 3,216 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $268,834 | 2,579 | Shares | Sole | 2024-10-18 | |
| 2024-06-30 | $250,653 | 2,579 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $242,838 | 2,579 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $211,397 | 2,267 | Shares | Sole | 2024-04-02 | |
| No filing history on record for this holder in this stock. | ||||||