Position in MS
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$12,751
+$5,510 QoQ
Shares Held
61
+38.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#2,662
of 2,723 holders
Holding Since
Dec 2025
3 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, 2026Godfrey Financial Associates, Inc. holds $273,585 across 9 Capital Markets names. MS ranks #3 (4.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
181 | $183,057 | |
| 2 | SCHW |
Schwab Charles Corp
|
719 | $66,342 | |
| 3 | MS |
Morgan Stanley
This page
|
61 | $12,751 | |
| 4 | BGC |
BGC Group, Inc.
|
514 | $5,494 | |
| 5 | SNEX |
StoneX Group Inc.
|
46 | $3,673 | |
| 6 | VIRT |
Virtu Financial, Inc.
|
19 | $1,131 | |
| 7 | RIOT |
Riot Platforms, Inc.
|
21 | $574 | |
| 8 | HOOD |
Robinhood Markets, Inc.
|
3 | $300 |
All Filings in MS
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $12,751 | 61 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $7,241 | 44 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $7,811 | 44 | Shares | Sole | 2026-02-10 | |
| No filing history on record for this holder in this stock. | ||||||