Position in MS
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$2,251,811
+$295,431 QoQ
Shares Held
13,683
+24.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2020
22 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in MS Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Mar 31, 2026INDEPENDENT FINANCIAL GROUP, LLC holds $18,041,841 across 14 Capital Markets names. MS ranks #3 (12.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
6,022 | $5,094,551 | |
| 2 | BMNR |
Bitmine Immersion Technologies, Inc.
|
239,244 | $4,732,246 | |
| 3 | MS |
Morgan Stanley
This page
|
13,683 | $2,251,811 | |
| 4 | IREN |
IREN Ltd
|
35,489 | $1,216,562 | |
| 5 | SCHW |
Schwab Charles Corp
|
7,953 | $747,422 | |
| 6 | HOOD |
Robinhood Markets, Inc.
|
9,814 | $680,110 | |
| 7 | IBKR |
Interactive Brokers Group, Inc.
|
9,960 | $668,017 | |
| 8 | FUTU |
Futu Holdings Ltd
|
4,381 | $599,145 |
All Filings in MS
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,251,811 | 13,683 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,956,380 | 11,020 | Shares | Sole | 2026-05-15 | |
| 2025-09-30 | $1,899,730 | 11,951 | Shares | Sole | 2026-05-15 | |
| 2025-06-30 | $1,398,176 | 9,926 | Shares | Sole | 2026-05-15 | |
| 2025-03-31 | $1,113,381 | 9,543 | Shares | Sole | 2026-05-19 | |
| 2024-12-31 | $1,453,448 | 11,561 | Shares | Sole | 2026-06-12 | |
| 2024-09-30 | $1,399,213 | 13,423 | Shares | Sole | 2026-06-12 | |
| 2024-06-30 | $1,207,682 | 12,426 | Shares | Sole | 2026-06-12 | |
| 2024-03-31 | $477,956 | 5,076 | Shares | Sole | 2026-06-12 | |
| 2023-12-31 | $451,796 | 4,845 | Shares | Sole | 2026-06-12 | |
| 2023-09-30 | $301,525 | 3,692 | Shares | Sole | 2026-06-12 | |
| 2023-06-30 | $291,982 | 3,419 | Shares | Sole | 2026-06-12 | |
| 2023-03-31 | $293,252 | 3,340 | Shares | Sole | 2026-06-12 | |
| 2022-12-31 | $298,250 | 3,508 | Shares | Sole | 2026-06-15 | |
| 2022-09-30 | $310,746 | 3,933 | Shares | Sole | 2026-06-15 | |
| 2022-06-30 | $230,842 | 3,035 | Shares | Sole | 2026-06-12 | |
| 2022-03-31 | $304,414 | 3,483 | Shares | Sole | 2026-06-12 | |
| 2021-12-31 | $440,542 | 4,488 | Shares | Sole | 2026-06-15 | |
| 2021-09-30 | $438,576 | 4,507 | Shares | Sole | 2026-06-15 | |
| 2021-06-30 | $386,656 | 4,217 | Shares | Sole | 2026-06-15 | |
| 2021-03-31 | $214,108 | 2,757 | Shares | Sole | 2026-06-15 | |
| 2020-12-31 | $210,455 | 3,071 | Shares | Sole | 2026-06-15 | |
| No filing history on record for this holder in this stock. | ||||||