Napier Financial, LLC

Position in MS — Morgan Stanley

CIK 2086579 BRAINTREE, MA

Position in MS

as of Jun 30, 2026 · filed Jul 31, 2026 Compact

Position Value

$70,655

+$13,879 QoQ

Shares Held

338

-2.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.10%

of 13F equity value

Holder Rank

#2,535

of 2,718 holders

Holding Since

Mar 2026

2 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Napier Financial, LLC holds $96,933 across 4 Capital Markets names. MS ranks #1 (72.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MS	Morgan Stanley This page	338	$70,655
2	LPLA	LPL Financial Holdings Inc.	83	$23,379
3	HOOD	Robinhood Markets, Inc.	28	$2,807
4	SCHW	Schwab Charles Corp	1	$92

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$70,655	338	-2.0%	Shares	Sole	2026-07-31
2026-03-31	$56,776	345	—	Shares	Sole	2026-05-05
No filing history on record for this holder in this stock.