Position in MS
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$3,418,431
+$655,959 QoQ
Shares Held
16,353
-2.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
1.20%
of 13F equity value
Holder Rank
#870
of 2,722 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in MS Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026IFC Advisors LLC holds $5,654,570 across 2 Capital Markets names. MS ranks #1 (60.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
This page
|
16,353 | $3,418,431 | |
| 2 | GS |
Goldman Sachs Group Inc
|
2,211 | $2,236,139 |
All Filings in MS
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,418,431 | 16,353 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $2,762,472 | 16,786 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $2,908,829 | 16,385 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $2,598,996 | 16,350 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $2,301,934 | 16,342 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $1,944,305 | 16,665 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $2,135,479 | 16,986 | Shares | Sole | 2025-02-14 | |
| No filing history on record for this holder in this stock. | ||||||