Position in MS
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$297,463
+$63,280 QoQ
Shares Held
1,423
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.84%
of 13F equity value
Holder Rank
#2,137
of 2,723 holders
Holding Since
Sep 2025
4 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, 2026Meridian Financial Advisors, LLC holds $297,463 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
|
1,423 | $297,463 |
All Filings in MS
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $297,463 | 1,423 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $234,183 | 1,423 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $252,625 | 1,423 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $222,861 | 1,402 | Shares | Sole | 2025-10-20 | |
| No filing history on record for this holder in this stock. | ||||||