Position in MS
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$962,838
-$84,156 QoQ
Shares Held
4,606
-27.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.23%
of 13F equity value
Holder Rank
#1,426
of 2,723 holders
Holding Since
Dec 2025
3 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, 2026Pitcairn Wealth Advisors LLC holds $4,190,733 across 6 Capital Markets names. MS ranks #2 (23.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IBKR |
Interactive Brokers Group, Inc.
|
12,152 | $1,057,710 | |
| 2 | MS |
Morgan Stanley
This page
|
4,606 | $962,838 | |
| 3 | SCHW |
Schwab Charles Corp
|
9,258 | $854,235 | |
| 4 | JEF |
Jefferies Financial Group Inc.
|
10,499 | $524,740 | |
| 5 | LPLA |
LPL Financial Holdings Inc.
|
1,563 | $440,265 | |
| 6 | GS |
Goldman Sachs Group Inc
|
347 | $350,945 |
All Filings in MS
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $962,838 | 4,606 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $1,046,994 | 6,362 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $1,129,445 | 6,362 | Shares | Sole | 2026-02-13 | |
| No filing history on record for this holder in this stock. | ||||||