Position in MS
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$484,136
+$102,992 QoQ
Shares Held
2,316
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#1,811
of 2,723 holders
Holding Since
Jun 2025
5 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, 2026Matthew Goff Investment Advisor, LLC holds $484,136 across 1 Capital Markets name. MS ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
This page
|
2,316 | $484,136 |
All Filings in MS
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $484,136 | 2,316 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $381,144 | 2,316 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $358,255 | 2,018 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $372,284 | 2,342 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $312,004 | 2,215 | Shares | Sole | 2025-07-11 | |
| No filing history on record for this holder in this stock. | ||||||