FIDUCIARY FAMILY OFFICE, LLC
Family OfficePosition in MS — Morgan Stanley
CIK 2020280
Boca Raton, FL
Position in MS
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$1,393,669
+$532,639 QoQ
Shares Held
6,667
+27.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.38%
of 13F equity value
Holder Rank
#1,243
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, 2026FIDUCIARY FAMILY OFFICE, LLC holds $4,786,586 across 3 Capital Markets names. MS ranks #2 (29.1% of the industry book) .
All Filings in MS
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,393,669 | 6,667 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $861,030 | 5,232 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $490,337 | 2,762 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $447,154 | 2,813 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $516,111 | 3,664 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $332,042 | 2,846 | Shares | Sole | 2025-05-12 | |
| 2024-09-30 | $339,301 | 3,255 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $320,338 | 3,296 | Shares | Sole | 2024-08-01 | |
| 2024-03-31 | $314,588 | 3,341 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $220,909 | 2,369 | Shares | Sole | 2024-05-07 | |
| No filing history on record for this holder in this stock. | ||||||