PENSION & WEALTH MANAGEMENT ADVISORS, INC.
PensionPosition in MS — Morgan Stanley
CIK 2145782
WALTHAM, MA
Position in MS
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$172,458
+$15,130 QoQ
Shares Held
825
-13.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#2,454
of 2,723 holders
Holding Since
Dec 2022
9 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in MS Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026PENSION & WEALTH MANAGEMENT ADVISORS, INC. holds $991,715 across 8 Capital Markets names. MS ranks #3 (17.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IBKR |
Interactive Brokers Group, Inc.
|
3,824 | $332,840 | |
| 2 | GLXY |
Galaxy Digital Inc.
|
8,643 | $236,299 | |
| 3 | MS |
Morgan Stanley
This page
|
825 | $172,458 | |
| 4 | SCHW |
Schwab Charles Corp
|
1,192 | $109,985 | |
| 5 | GS |
Goldman Sachs Group Inc
|
108 | $109,227 | |
| 6 | BGC |
BGC Group, Inc.
|
1,500 | $16,035 | |
| 7 | HOOD |
Robinhood Markets, Inc.
|
99 | $9,927 | |
| 8 | FIGR |
Figure Technology Solutions, Inc.
|
161 | $4,944 |
All Filings in MS
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $172,458 | 825 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $157,328 | 956 | Shares | Sole | 2026-08-07 | |
| 2025-12-31 | $180,015 | 1,014 | Shares | Sole | 2026-08-07 | |
| 2025-09-30 | $161,026 | 1,013 | Shares | Sole | 2026-08-07 | |
| 2025-06-30 | $151,847 | 1,078 | Shares | Sole | 2026-08-07 | |
| 2025-03-31 | $106,986 | 917 | Shares | Sole | 2026-08-07 | |
| 2024-12-31 | $97,055 | 772 | Shares | Sole | 2026-08-07 | |
| 2024-09-30 | $70,362 | 675 | Shares | Sole | 2026-08-07 | |
| 2022-12-31 | $6,376 | 75 | Shares | Sole | 2026-08-07 | |
| No filing history on record for this holder in this stock. | ||||||