J.M. Arbour, LLC

Position in MS — Morgan Stanley

CIK 2099154 Gardiner, ME

Position in MS

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$758,188

+$260,036 QoQ

Shares Held

3,627

+19.8% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

1.29%

of 13F equity value

Holder Rank

#1,570

of 2,723 holders

Holding Since

Dec 2025

3 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

J.M. Arbour, LLC holds $1,736,534 across 3 Capital Markets names. MS ranks #2 (43.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SF	Stifel Financial Corp	10,949	$763,911
2	MS	Morgan Stanley This page	3,627	$758,188
3	SCHW	Schwab Charles Corp	2,324	$214,435

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$758,188	3,627	+19.8%	Shares	Defined	2026-08-14
2026-03-31	$498,152	3,027	-3.6%	Shares	Sole	2026-04-21
2025-12-31	$557,443	3,140	—	Shares	Other	2026-01-26
No filing history on record for this holder in this stock.