Skip to main content

Align Financial, LLC

SEC CIK
0002089183
Latest filing
Jul 27, 2026

MS holding history

Morgan Stanley in every 13F filed by Align Financial, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

MS overviewAll 13F holders of MSFull Q2 2026 holdings

Shares (Q2 2026)
649
Value
$135.7K
% of portfolio
0.1%
Quarters held
3
Since Q4 2025
Holdings of MS by Align Financial, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026649$135.7K0.1%00.0%UnchangedHolders
Q1 2026649$106.8K0.1%−114,568−99.4%ReducedHolders
Q4 2025115,217$115.2K0.1%–No prior filingHolders