Position in MS
as of Jun 30, 2026
· filed Jul 6, 2026
Position Value
$451,526
New position
Shares Held
2,160
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.39%
of 13F equity value
Holder Rank
#1,859
of 2,723 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 100%
Shared 0%
None 0%
Position in Capital Markets
Financial Services · as of Jun 30, 2026Pacific Excel Wealth Advisors, Inc. holds $1,999,553 across 3 Capital Markets names. MS ranks #3 (22.6% of the industry book) .
All Filings in MS
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $451,526 | 2,160 | Shares | Sole | 2026-07-06 | |
| No filing history on record for this holder in this stock. | ||||||