Position in MS
as of Jun 30, 2026
· filed Aug 17, 2026
Position Value
$3,788,222
+$479,543 QoQ
Shares Held
18,122
-9.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.32%
of 13F equity value
Holder Rank
#833
of 2,723 holders
Holding Since
Sep 2020
24 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, 2026CENTAURUS FINANCIAL, INC. holds $12,280,676 across 6 Capital Markets names. MS ranks #1 (30.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
This page
|
18,122 | $3,788,222 | |
| 2 | GS |
Goldman Sachs Group Inc
|
3,181 | $3,217,167 | |
| 3 | SCHW |
Schwab Charles Corp
|
28,472 | $2,627,111 | |
| 4 | HOOD |
Robinhood Markets, Inc.
|
19,655 | $1,971,003 | |
| 5 | IREN |
IREN Ltd
|
12,368 | $565,588 | |
| 6 | IBKR |
Interactive Brokers Group, Inc.
|
1,282 | $111,585 |
All Filings in MS
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24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,788,222 | 18,122 | Shares | Sole | 2026-08-17 | |
| 2026-03-31 | $3,308,679 | 20,105 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $3,128,966 | 17,625 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $2,510,773 | 15,795 | Shares | Sole | 2025-11-20 | |
| 2025-06-30 | $1,725,816 | 12,252 | Shares | Sole | 2025-08-29 | |
| 2025-03-31 | $1,257,935 | 10,782 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $1,108,221 | 8,815 | Shares | Sole | 2025-03-12 | |
| 2024-09-30 | $957,757 | 9,188 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $1,300,110 | 13,377 | Shares | Sole | 2024-09-23 | |
| 2024-03-31 | $1,415,036 | 15,028 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $1,634,113 | 17,524 | Shares | Sole | 2024-02-26 | |
| 2023-09-30 | $1,422,528 | 17,418 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $1,380,405 | 16,164 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $1,376,177 | 15,674 | Shares | Sole | 2023-05-18 | |
| 2022-12-31 | $1,359,384 | 15,989 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $1,361,579 | 17,233 | Shares | Sole | 2022-12-05 | |
| 2022-06-30 | $1,808,098 | 23,772 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $2,083,179 | 23,835 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $1,457,970 | 14,853 | Shares | Sole | 2022-02-01 | |
| 2021-09-30 | $1,456,925 | 14,972 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $1,455,028 | 15,869 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $1,552,423 | 19,990 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $1,383,894 | 20,194 | Shares | Sole | 2021-01-25 | |
| 2020-09-30 | $177,831 | 3,678 | Shares | Sole | 2020-11-12 | |
| No filing history on record for this holder in this stock. | ||||||