Stenger Family Office, LLC

Family Office

Position in MS — Morgan Stanley

CIK 2056106 Naperville, IL

Position in MS

as of Jun 30, 2026 · filed Jul 13, 2026 Compact

Position Value

$10,222,892

+$3,064,920 QoQ

Shares Held

48,904

+12.4% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

2.54%

of 13F equity value

Holder Rank

#555

of 2,723 holders

Holding Since

Dec 2024

6 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Stenger Family Office, LLC holds $24,180,238 across 5 Capital Markets names. MS ranks #1 (42.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MS	Morgan Stanley This page	48,904	$10,222,892
2	SCHW	Schwab Charles Corp	52,772	$4,869,272
3	HOOD	Robinhood Markets, Inc.	41,882	$4,199,926
4	GS	Goldman Sachs Group Inc	4,023	$4,068,741
5	LPLA	LPL Financial Holdings Inc.	2,909	$819,407

6 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$10,222,892	48,904	+12.4%	Shares	Sole	2026-07-13
2026-03-31	$7,157,972	43,495	+4.4%	Shares	Sole	2026-04-29
2025-12-31	$7,395,012	41,655	+7.6%	Shares	Sole	2026-03-04
2025-09-30	$6,151,116	38,696	+33.6%	Shares	Sole	2025-10-29
2025-06-30	$4,080,714	28,970	+5.0%	Shares	Sole	2025-08-13
2024-12-31	$3,469,369	27,596	—	Shares	Sole	2025-02-13
No filing history on record for this holder in this stock.