Position in MS
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$2,489,944
-$339,706 QoQ
Shares Held
15,130
-5.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
1.76%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2024
8 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 Mar 31, 2026Brown Financial Advisors holds $5,842,578 across 4 Capital Markets names. MS ranks #2 (42.6% of the industry book) .
All Filings in MS
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,489,944 | 15,130 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $2,829,650 | 15,939 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $2,687,536 | 16,907 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $2,403,353 | 17,062 | Shares | Sole | 2025-08-15 | |
| 2025-03-31 | $2,127,360 | 18,234 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $1,963,997 | 15,622 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $1,765,408 | 16,936 | Shares | Sole | 2024-11-18 | |
| 2024-06-30 | $1,957,698 | 20,143 | Shares | Sole | 2024-08-30 | |
| No filing history on record for this holder in this stock. | ||||||