Embree Financial Group

Position in MS — Morgan Stanley

CIK 2020860 Chicago, IL

Position in MS

as of Jun 30, 2026 · filed Jul 15, 2026 Compact

Position Value

$292,446

+$86,240 QoQ

Shares Held

1,399

+11.7% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.07%

of 13F equity value

Holder Rank

#2,152

of 2,723 holders

Holding Since

Mar 2026

2 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Embree Financial Group holds $3,535,169 across 3 Capital Markets names. MS ranks #3 (8.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GS	Goldman Sachs Group Inc	1,644	$1,662,692
2	SCHW	Schwab Charles Corp	17,124	$1,580,031
3	MS	Morgan Stanley This page	1,399	$292,446

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$292,446	1,399	+11.7%	Shares	Sole	2026-07-15
2026-03-31	$206,206	1,253	—	Shares	Sole	2026-04-24
No filing history on record for this holder in this stock.