Optimize Financial Inc

Position in MS — Morgan Stanley

CIK 2033266 LAGUNA HILLS, CA

Position in MS

as of Mar 31, 2026 · filed May 12, 2026 Compact

Position Value

$489,102

-$59,110 QoQ

Shares Held

2,972

-3.8% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.25%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Sep 2025

3 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Mar 31, 2026

Optimize Financial Inc holds $2,668,669 across 6 Capital Markets names. MS ranks #2 (18.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GS	Goldman Sachs Group Inc	580	$490,674
2	MS	Morgan Stanley This page	2,972	$489,102
3	HLI	Houlihan Lokey, Inc.	3,152	$452,690
4	TW	Tradeweb Markets Inc.	3,823	$449,814
5	MKTX	Marketaxess Holdings Inc	2,559	$422,183
6	GOLD	Gold.com, Inc.	9,087	$364,206

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$489,102	2,972	-3.8%	Shares	Sole	2026-05-12
2025-12-31	$548,212	3,088	+1.4%	Shares	Sole	2026-02-09
2025-09-30	$483,874	3,044	—	Shares	Sole	2025-11-05
No filing history on record for this holder in this stock.