Regatta Research & Money Management

Position in MS — Morgan Stanley

CIK 2137529 METAIRIE, LA

Position in MS

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$186,253

New position

Shares Held

891

first reported quarter

Ownership

0.000%

of shares outstanding

% of Portfolio

0.62%

of 13F equity value

Holder Rank

#2,447

of 2,723 holders

Holding Since

Jun 2026

1 quarter on record

Financial Services · as of Jun 30, 2026

Regatta Research & Money Management holds $300,152 across 4 Capital Markets names. MS ranks #1 (62.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MS	Morgan Stanley This page	891	$186,253
2	GS	Goldman Sachs Group Inc	76	$76,863
3	LPLA	LPL Financial Holdings Inc.	83	$23,379
4	EVR	Evercore Inc.	40	$13,657

1 filing row on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$186,253	891	—	Shares	Sole	2026-08-12
No filing history on record for this holder in this stock.