Position in MS
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$886,747
+$177,615 QoQ
Shares Held
4,242
-1.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#1,473
of 2,723 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in MS Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026Bell Bank holds $1,197,237 across 2 Capital Markets names. MS ranks #1 (74.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
This page
|
4,242 | $886,747 | |
| 2 | GS |
Goldman Sachs Group Inc
|
307 | $310,490 |
All Filings in MS
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $886,747 | 4,242 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $709,132 | 4,309 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $832,438 | 4,689 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $815,941 | 5,133 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $723,034 | 5,133 | Shares | Sole | 2025-07-11 | |
| 2025-03-31 | $598,867 | 5,133 | Shares | Sole | 2025-04-18 | |
| 2024-12-31 | $669,710 | 5,327 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $512,652 | 4,918 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $478,174 | 4,920 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $463,267 | 4,920 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $469,327 | 5,033 | Shares | Sole | 2024-01-23 | |
| 2023-09-30 | $462,497 | 5,663 | Shares | Sole | 2023-10-30 | |
| 2023-06-30 | $432,124 | 5,060 | Shares | Sole | 2023-07-27 | |
| 2023-03-31 | $471,573 | 5,371 | Shares | Sole | 2023-04-19 | |
| 2022-12-31 | $463,869 | 5,456 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $465,526 | 5,892 | Shares | Sole | 2022-10-11 | |
| 2022-06-30 | $468,073 | 6,154 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $482,797 | 5,524 | Shares | Sole | 2022-04-25 | |
| 2021-12-31 | $551,462 | 5,618 | Shares | Sole | 2022-02-01 | |
| 2021-09-30 | $546,687 | 5,618 | Shares | Sole | 2021-10-22 | |
| 2021-06-30 | $515,114 | 5,618 | Shares | Sole | 2021-07-30 | |
| 2021-03-31 | $439,710 | 5,662 | Shares | Sole | 2021-05-07 | |
| 2020-12-31 | $395,212 | 5,767 | Shares | Sole | 2021-02-05 | |
| 2020-09-30 | $310,503 | 6,422 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $310,182 | 6,422 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $224,808 | 6,612 | Shares | Sole | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||