Position in MS
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$79,853
-$2,003,932 QoQ
Shares Held
382
-97.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#2,527
of 2,723 holders
Holding Since
Dec 2025
3 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, 2026TOUNJIAN ADVISORY PARTNERS, LLC holds $188,631 across 7 Capital Markets names. MS ranks #1 (42.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
This page
|
382 | $79,853 | |
| 2 | GS |
Goldman Sachs Group Inc
|
70 | $70,795 | |
| 3 | HOOD |
Robinhood Markets, Inc.
|
272 | $27,276 | |
| 4 | EVR |
Evercore Inc.
|
14 | $4,780 | |
| 5 | SCHW |
Schwab Charles Corp
|
44 | $4,059 | |
| 6 | IBKR |
Interactive Brokers Group, Inc.
|
21 | $1,827 | |
| 7 | LAZ |
Lazard, Inc.
|
1 | $41 |
All Filings in MS
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $79,853 | 382 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $2,083,785 | 12,662 | Shares | Sole | 2026-04-10 | |
| 2025-12-31 | $2,229,776 | 12,560 | Shares | Sole | 2026-01-07 | |
| No filing history on record for this holder in this stock. | ||||||