Meadowbrook Advisors Group, LLC

Position in MS — Morgan Stanley

CIK 2119283 BEDMINSTER, NJ

Position in MS

as of Jun 30, 2026 · filed Aug 7, 2026 Compact

Position Value

$2,540,463

+$236,977 QoQ

Shares Held

12,153

-13.2% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

1.60%

of 13F equity value

Holder Rank

#992

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

Meadowbrook Advisors Group, LLC holds $3,335,556 across 3 Capital Markets names. MS ranks #1 (76.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MS	Morgan Stanley This page	12,153	$2,540,463
2	GS	Goldman Sachs Group Inc	429	$433,877
3	IBKR	Interactive Brokers Group, Inc.	4,150	$361,216

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,540,463	12,153	-13.2%	Shares	Sole	2026-08-07
2026-03-31	$2,303,486	13,997	-8.6%	Shares	Sole	2026-04-16
2025-12-31	$2,720,114	15,322	—	Shares	Sole	2026-03-11
No filing history on record for this holder in this stock.