Position in MS
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$25,711
-$40,939 QoQ
Shares Held
123
-69.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#2,625
of 2,716 holders
Holding Since
Mar 2025
6 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, 2026American Capital Advisory, LLC holds $158,417 across 20 Capital Markets names. MS ranks #3 (16.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
69 | $69,784 | |
| 2 | SCHW |
Schwab Charles Corp
|
395 | $36,446 | |
| 3 | MS |
Morgan Stanley
This page
|
123 | $25,711 | |
| 4 | BMNR |
Bitmine Immersion Technologies, Inc.
|
686 | $9,130 | |
| 5 | HOOD |
Robinhood Markets, Inc.
|
38 | $3,810 | |
| 6 | IBKR |
Interactive Brokers Group, Inc.
|
41 | $3,568 | |
| 7 | NMR |
Nomura Holdings Inc
|
321 | $2,818 | |
| 8 | LAZ |
Lazard, Inc.
|
67 | $2,809 |
All Filings in MS
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $25,711 | 123 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $66,650 | 405 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $17,397 | 98 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $13,829 | 87 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $12,395 | 88 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $6,183 | 53 | Shares | Sole | 2025-04-28 | |
| No filing history on record for this holder in this stock. | ||||||