PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV
Position in MS — Morgan Stanley
CIK 1004140
HUNTINGDON VALLEY, PA
Position in MS
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$1,843,105
+$392,092 QoQ
Shares Held
8,817
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
1.08%
of 13F equity value
Holder Rank
#1,113
of 2,723 holders
Holding Since
Sep 2021
20 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, 2026PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV holds $2,710,680 across 3 Capital Markets names. MS ranks #1 (68.0% of the industry book) .
All Filings in MS
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20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,843,105 | 8,817 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $1,451,013 | 8,817 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $1,565,282 | 8,817 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $1,481,666 | 9,321 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $1,312,110 | 9,315 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $1,034,512 | 8,867 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $1,108,598 | 8,818 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $916,478 | 8,792 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $851,092 | 8,757 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $824,559 | 8,757 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $848,854 | 9,103 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $745,565 | 9,129 | Shares | Sole | 2023-10-26 | |
| 2023-06-30 | $778,164 | 9,112 | Shares | Sole | 2023-07-18 | |
| 2023-03-31 | $799,243 | 9,103 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $773,937 | 9,103 | Shares | Sole | 2023-01-23 | |
| 2022-09-30 | $778,959 | 9,859 | Shares | Sole | 2022-10-13 | |
| 2022-06-30 | $692,374 | 9,103 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $689,586 | 7,890 | Shares | Sole | 2022-04-15 | |
| 2021-12-31 | $774,482 | 7,890 | Shares | Sole | 2022-01-24 | |
| 2021-09-30 | $767,775 | 7,890 | Shares | Sole | 2021-11-05 | |
| No filing history on record for this holder in this stock. | ||||||