Bravera Wealth

Position in MS — Morgan Stanley

CIK 2126773 BISMARCK, ND

Position in MS

as of Jun 30, 2026 · filed Jul 23, 2026 Compact

Position Value

$308,334

+$52,757 QoQ

Shares Held

1,475

-5.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.75%

of 13F equity value

Holder Rank

#2,117

of 2,723 holders

Holding Since

Dec 2025

3 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Bravera Wealth holds $407,527 across 5 Capital Markets names. MS ranks #1 (75.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MS	Morgan Stanley This page	1,475	$308,334
2	GS	Goldman Sachs Group Inc	68	$68,773
3	SCHW	Schwab Charles Corp	147	$13,563
4	HOOD	Robinhood Markets, Inc.	132	$13,236
5	HLI	Houlihan Lokey, Inc.	27	$3,621

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$308,334	1,475	-5.0%	Shares	Sole	2026-07-23
2026-03-31	$255,577	1,553	+2.8%	Shares	Sole	2026-04-22
2025-12-31	$268,247	1,511	—	Shares	Sole	2026-04-22
No filing history on record for this holder in this stock.