Position in MS
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$23,203
+$4,936 QoQ
Shares Held
111
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#2,643
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, 2026Seneschal Advisors, LLC holds $113,119 across 7 Capital Markets names. MS ranks #3 (20.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
47 | $47,534 | |
| 2 | SCHW |
Schwab Charles Corp
|
431 | $39,768 | |
| 3 | MS |
Morgan Stanley
This page
|
111 | $23,203 | |
| 4 | HOOD |
Robinhood Markets, Inc.
|
15 | $1,504 | |
| 5 | LPLA |
LPL Financial Holdings Inc.
|
2 | $563 | |
| 6 | IBKR |
Interactive Brokers Group, Inc.
|
4 | $348 | |
| 7 | TW |
Tradeweb Markets Inc.
|
2 | $199 |
All Filings in MS
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $23,203 | 111 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $18,267 | 111 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $19,705 | 111 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $17,644 | 111 | Shares | Sole | 2025-11-14 | |
| No filing history on record for this holder in this stock. | ||||||