Position in MS
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$497,306
+$84,236 QoQ
Shares Held
2,379
-5.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#1,792
of 2,723 holders
Holding Since
Mar 2020
26 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, 2026Glen Eagle Advisors, LLC holds $1,642,420 across 10 Capital Markets names. MS ranks #2 (30.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
945 | $955,744 | |
| 2 | MS |
Morgan Stanley
This page
|
2,379 | $497,306 | |
| 3 | JEF |
Jefferies Financial Group Inc.
|
1,277 | $63,824 | |
| 4 | HOOD |
Robinhood Markets, Inc.
|
568 | $56,959 | |
| 5 | SCHW |
Schwab Charles Corp
|
347 | $32,017 | |
| 6 | VIRT |
Virtu Financial, Inc.
|
443 | $26,389 | |
| 7 | RIOT |
Riot Platforms, Inc.
|
265 | $7,255 | |
| 8 | SF |
Stifel Financial Corp
|
25 | $1,744 |
All Filings in MS
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $497,306 | 2,379 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $413,070 | 2,510 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $363,581 | 2,048 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $332,067 | 2,089 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $294,256 | 2,089 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $243,723 | 2,089 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $264,012 | 2,100 | Shares | Sole | 2025-02-18 | |
| 2024-09-30 | $218,904 | 2,100 | Shares | Sole | 2024-11-15 | |
| 2024-06-30 | $216,830 | 2,231 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $207,716 | 2,206 | Shares | Sole | 2024-07-03 | |
| 2023-12-31 | $219,697 | 2,356 | Shares | Sole | 2024-08-13 | |
| 2023-09-30 | $221,325 | 2,710 | Shares | Sole | 2024-08-13 | |
| 2023-06-30 | $251,759 | 2,948 | Shares | Sole | 2024-08-13 | |
| 2023-03-31 | $439,878 | 5,010 | Shares | Sole | 2024-08-13 | |
| 2022-12-31 | $436,237 | 5,131 | Shares | Sole | 2024-08-13 | |
| 2022-09-30 | $430,762 | 5,452 | Shares | Sole | 2024-08-13 | |
| 2022-06-30 | $447,384 | 5,882 | Shares | Sole | 2024-08-13 | |
| 2022-03-31 | $581,297 | 6,651 | Shares | Sole | 2024-08-13 | |
| 2021-12-31 | $761,034 | 7,753 | Shares | Sole | 2024-08-13 | |
| 2021-09-30 | $622,102 | 6,393 | Shares | Sole | 2024-08-13 | |
| 2021-06-30 | $262,416 | 2,862 | Shares | Sole | 2024-08-13 | |
| 2021-03-31 | $16,852 | 217 | Shares | Sole | 2024-08-13 | |
| 2020-12-31 | $14,871 | 217 | Shares | Sole | 2024-08-13 | |
| 2020-09-30 | $9,718 | 201 | Shares | Sole | 2024-08-13 | |
| 2020-06-30 | $4,878 | 101 | Shares | Sole | 2024-08-13 | |
| 2020-03-31 | $3,434 | 101 | Shares | Sole | 2024-08-13 | |
| No filing history on record for this holder in this stock. | ||||||