Position in MS
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$463,859
+$81,399 QoQ
Shares Held
2,219
-4.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.19%
of 13F equity value
Holder Rank
#1,837
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, 2026COFG Advisors, LLC holds $463,859 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
|
2,219 | $463,859 |
All Filings in MS
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $463,859 | 2,219 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $382,460 | 2,324 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $389,323 | 2,193 | Shares | Sole | 2026-02-10 | |
| No filing history on record for this holder in this stock. | ||||||