Position in MS
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$527,198
+$110,014 QoQ
Shares Held
2,522
-0.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.19%
of 13F equity value
Holder Rank
#1,762
of 2,723 holders
Holding Since
Dec 2024
7 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, 2026Roehl & Yi Investment Advisors, LLC holds $527,198 across 1 Capital Markets name. MS ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
This page
|
2,522 | $527,198 |
All Filings in MS
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $527,198 | 2,522 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $417,184 | 2,535 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $458,559 | 2,583 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $440,796 | 2,773 | Shares | Sole | 2026-05-29 | |
| 2025-06-30 | $389,900 | 2,768 | Shares | Sole | 2026-05-29 | |
| 2025-03-31 | $406,828 | 3,487 | Shares | Sole | 2026-05-29 | |
| 2024-12-31 | $435,996 | 3,468 | Shares | Sole | 2026-05-29 | |
| No filing history on record for this holder in this stock. | ||||||