OneAscent Family Office, LLC
Family OfficePosition in MS — Morgan Stanley
CIK 2055812
BIRMINGHAM, AL
Position in MS
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$515,701
+$148,381 QoQ
Shares Held
2,467
+10.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.46%
of 13F equity value
Holder Rank
#1,773
of 2,723 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, 2026OneAscent Family Office, LLC holds $1,161,516 across 3 Capital Markets names. MS ranks #1 (44.4% of the industry book) .
All Filings in MS
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $515,701 | 2,467 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $367,320 | 2,232 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $392,341 | 2,210 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $310,130 | 1,951 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $281,156 | 1,996 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $441,944 | 3,788 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $242,891 | 1,932 | Shares | Sole | 2025-02-12 | |
| No filing history on record for this holder in this stock. | ||||||