Position in MS
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$288,684
+$108,645 QoQ
Shares Held
1,381
+26.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#2,155
of 2,716 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, 2026Keating Financial Advisory Services, Inc. holds $3,428,879 across 31 Capital Markets names. MS ranks #3 (8.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SCHW |
Schwab Charles Corp
|
16,371 | $1,510,552 | |
| 2 | GS |
Goldman Sachs Group Inc
|
441 | $446,014 | |
| 3 | MS |
Morgan Stanley
This page
|
1,381 | $288,684 | |
| 4 | SNEX |
StoneX Group Inc.
|
3,519 | $278,001 | |
| 5 | IREN |
IREN Ltd
|
6,034 | $275,934 | |
| 6 | WULF |
Terawulf Inc.
|
6,117 | $151,089 | |
| 7 | HIVE |
HIVE Digital Technologies Ltd.
|
30,000 | $109,200 | |
| 8 | HOOD |
Robinhood Markets, Inc.
|
832 | $83,432 |
All Filings in MS
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $288,684 | 1,381 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $180,039 | 1,094 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $174,156 | 981 | Shares | Sole | 2026-02-09 | |
| No filing history on record for this holder in this stock. | ||||||