Cache Advisors, LLC

Position in MS — Morgan Stanley

CIK 2052593 San Francisco, CA

Position in MS

as of Jun 30, 2026 · filed Jul 14, 2026 Compact

Position Value

$2,068,868

+$1,515,584 QoQ

Shares Held

9,897

+194.4% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.31%

of 13F equity value

Holder Rank

#1,063

of 2,723 holders

Holding Since

Dec 2025

3 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Cache Advisors, LLC holds $7,671,400 across 4 Capital Markets names. MS ranks #2 (27.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GS	Goldman Sachs Group Inc	3,868	$3,911,979
2	MS	Morgan Stanley This page	9,897	$2,068,868
3	HOOD	Robinhood Markets, Inc.	14,397	$1,443,731
4	SCHW	Schwab Charles Corp	2,675	$246,822

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,068,868	9,897	+194.4%	Shares	Sole	2026-07-14
2026-03-31	$553,284	3,362	0.0%	Shares	Sole	2026-04-17
2025-12-31	$596,855	3,362	—	Shares	Sole	2026-01-22
No filing history on record for this holder in this stock.