Position in MS
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$11,915
New position
Shares Held
57
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#2,666
of 2,722 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Capital Markets
Financial Services · as of Jun 30, 2026Downshift Financial, LLC holds $257,612 across 8 Capital Markets names. MS ranks #3 (4.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
223 | $225,535 | |
| 2 | IBKR |
Interactive Brokers Group, Inc.
|
154 | $13,404 | |
| 3 | MS |
Morgan Stanley
This page
|
57 | $11,915 | |
| 4 | NMR |
Nomura Holdings Inc
|
519 | $4,556 | |
| 5 | SCHW |
Schwab Charles Corp
|
10 | $922 | |
| 6 | HOOD |
Robinhood Markets, Inc.
|
6 | $601 | |
| 7 | TW |
Tradeweb Markets Inc.
|
4 | $398 | |
| 8 | LPLA |
LPL Financial Holdings Inc.
|
1 | $281 |
All Filings in MS
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $11,915 | 57 | Shares | Sole | 2026-08-13 | |
| No filing history on record for this holder in this stock. | ||||||