VALLEY NATIONAL ADVISERS INC

Position in MS — Morgan Stanley

CIK 773411 BETHLEHEM, PA

Position in MS

as of Jun 30, 2026 · filed Jul 29, 2026 Compact

Position Value

$561,899

+$128,917 QoQ

Shares Held

2,688

+2.2% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.15%

of 13F equity value

Holder Rank

#1,723

of 2,723 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

VALLEY NATIONAL ADVISERS INC holds $5,765,919 across 9 Capital Markets names. MS ranks #4 (9.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SCHW	Schwab Charles Corp	23,901	$2,205,345
2	EVR	Evercore Inc.	5,485	$1,872,798
3	GS	Goldman Sachs Group Inc	888	$898,096
4	MS	Morgan Stanley This page	2,688	$561,899
5	CRCL	Circle Internet Group, Inc.	3,341	$209,246
6	IREN	IREN Ltd	190	$8,688
7	WULF	Terawulf Inc.	200	$4,940
8	HOOD	Robinhood Markets, Inc.	42	$4,211

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$561,899	2,688	+2.2%	Shares	Sole	2026-07-29
2026-03-31	$432,982	2,631	+1.5%	Shares	Sole	2026-04-15
2025-12-31	$460,157	2,592	+4.1%	Shares	Sole	2026-01-23
2025-09-30	$395,809	2,490	+3.3%	Shares	Sole	2025-10-17
2025-06-30	$330,606	2,410	+24.5%	Shares	Sole	2025-07-22
2025-03-31	$225,756	1,935	+11.3%	Shares	Sole	2025-04-25
2024-12-31	$218,627	1,739	+10.5%	Shares	Sole	2025-01-24
2024-09-30	$164,073	1,574	-30.4%	Shares	Sole	2024-10-24
2024-06-30	$219,746	2,261	+1.2%	Shares	Sole	2024-07-18
2024-03-31	$210,447	2,235	-10.3%	Shares	Sole	2024-04-19
2023-12-31	$232,285	2,491	-24.5%	Shares	Sole	2024-01-25
2023-09-30	$269,347	3,298	+6.1%	Shares	Sole	2023-11-13
2023-06-30	$265,423	3,108	-2.8%	Shares	Sole	2023-07-31
2023-03-31	$280,784	3,198	+3.0%	Shares	Sole	2023-04-26
2022-12-31	$263,902	3,104	-4.2%	Shares	Sole	2023-01-12
2022-09-30	$256,071	3,241	-0.1%	Shares	Sole	2022-11-08
2022-06-30	$246,738	3,244	+75.5%	Shares	Sole	2022-07-15
2022-03-31	$161,515	1,848	-11.2%	Shares	Sole	2022-05-06
2021-12-31	$204,270	2,081	+0.4%	Shares	Sole	2022-02-11
2021-09-30	$201,723	2,073	+0.1%	Shares	Sole	2021-11-10
2021-06-30	$189,798	2,070	+6.8%	Shares	Sole	2021-08-02
2021-03-31	$150,582	1,939	+20.6%	Shares	Sole	2021-05-07
2020-12-31	$110,196	1,608	+0.2%	Shares	Sole	2021-02-11
2020-09-30	$77,553	1,604	-30.7%	Shares	Sole	2020-11-13
2020-06-30	$111,862	2,316	-38.1%	Shares	Sole	2020-08-10
2020-03-31	$127,262	3,743	—	Shares	Sole	2020-05-13
No filing history on record for this holder in this stock.