Position in MS
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$840,967
+$178,902 QoQ
Shares Held
4,023
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
1.51%
of 13F equity value
Holder Rank
#1,508
of 2,723 holders
Holding Since
Dec 2024
7 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, 2026Bay Capital Advisors, LLC holds $1,571,176 across 2 Capital Markets names. MS ranks #1 (53.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
This page
|
4,023 | $840,967 | |
| 2 | GS |
Goldman Sachs Group Inc
|
722 | $730,209 |
All Filings in MS
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $840,967 | 4,023 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $662,065 | 4,023 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $756,100 | 4,259 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $677,010 | 4,259 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $599,922 | 4,259 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $496,780 | 4,258 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $554,928 | 4,414 | Shares | Sole | 2025-02-12 | |
| No filing history on record for this holder in this stock. | ||||||