Position in MS
as of Jun 30, 2026
· filed Aug 17, 2026
Position Value
$555,001
+$83,659 QoQ
Shares Held
2,655
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
1.15%
of 13F equity value
Holder Rank
#1,726
of 2,723 holders
Holding Since
Dec 2021
8 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, 2026Maxele Advisors, LLC holds $914,037 across 2 Capital Markets names. MS ranks #1 (60.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
This page
|
2,655 | $555,001 | |
| 2 | GS |
Goldman Sachs Group Inc
|
355 | $359,036 |
All Filings in MS
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $555,001 | 2,655 | Shares | Sole | 2026-08-17 | |
| 2025-12-31 | $471,342 | 2,655 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $356,865 | 2,245 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $316,230 | 2,245 | Shares | Sole | 2025-12-01 | |
| 2025-03-31 | $261,924 | 2,245 | Shares | Sole | 2025-12-01 | |
| 2024-12-31 | $286,013 | 2,275 | Shares | Sole | 2025-12-01 | |
| 2022-03-31 | $228,551 | 2,615 | Shares | Sole | 2025-12-01 | |
| 2021-12-31 | $256,688 | 2,615 | Shares | Sole | 2025-12-01 | |
| No filing history on record for this holder in this stock. | ||||||