Position in MS
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$5,302,717
+$1,194,063 QoQ
Shares Held
25,367
+1.6% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.53%
of 13F equity value
Holder Rank
#723
of 2,718 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, 2026TRUST CO OF TOLEDO NA /OH/ holds $12,302,473 across 9 Capital Markets names. MS ranks #1 (43.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
This page
|
25,367 | $5,302,717 | |
| 2 | GS |
Goldman Sachs Group Inc
|
3,285 | $3,322,350 | |
| 3 | PJT |
PJT Partners Inc.
|
13,203 | $1,992,860 | |
| 4 | SCHW |
Schwab Charles Corp
|
16,358 | $1,509,352 | |
| 5 | IBKR |
Interactive Brokers Group, Inc.
|
1,356 | $118,026 | |
| 6 | HLI |
Houlihan Lokey, Inc.
|
351 | $47,079 | |
| 7 | LPLA |
LPL Financial Holdings Inc.
|
19 | $5,351 | |
| 8 | HOOD |
Robinhood Markets, Inc.
|
32 | $3,208 |
All Filings in MS
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,302,717 | 25,367 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $4,108,654 | 24,966 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $4,419,431 | 24,894 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $4,020,734 | 25,294 | Shares | Sole | 2025-10-16 | |
| 2025-06-30 | $3,529,669 | 25,058 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $2,876,498 | 24,655 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $3,074,985 | 24,459 | Shares | Sole | 2025-01-13 | |
| 2024-09-30 | $2,446,408 | 23,469 | Shares | Sole | 2024-10-02 | |
| 2024-06-30 | $1,995,699 | 20,534 | Shares | Sole | 2024-07-08 | |
| 2024-03-31 | $1,537,726 | 16,331 | Shares | Sole | 2024-04-04 | |
| 2023-12-31 | $1,079,928 | 11,581 | Shares | Sole | 2024-01-04 | |
| 2023-09-30 | $864,150 | 10,581 | Shares | Sole | 2023-10-19 | |
| 2023-06-30 | $471,920 | 5,526 | Shares | Sole | 2023-07-10 | |
| 2023-03-31 | $489,046 | 5,570 | Shares | Sole | 2023-04-04 | |
| 2022-12-31 | $473,561 | 5,570 | Shares | Sole | 2023-01-05 | |
| 2022-09-30 | $440,085 | 5,570 | Shares | Sole | 2022-10-11 | |
| 2022-06-30 | $880,014 | 11,570 | Shares | Sole | 2022-08-22 | |
| 2022-03-31 | $1,027,998 | 11,762 | Shares | Sole | 2022-04-07 | |
| 2021-12-31 | $1,154,557 | 11,762 | Shares | Sole | 2022-01-07 | |
| 2021-09-30 | $1,151,079 | 11,829 | Shares | Sole | 2021-10-12 | |
| 2021-06-30 | $1,085,517 | 11,839 | Shares | Sole | 2021-07-06 | |
| 2021-03-31 | $919,494 | 11,840 | Shares | Sole | 2021-04-06 | |
| 2020-12-31 | $810,229 | 11,823 | Shares | Sole | 2021-01-08 | |
| 2020-09-30 | $567,918 | 11,746 | Shares | Sole | 2020-10-02 | |
| 2020-06-30 | $759,323 | 15,721 | Shares | Sole | 2020-07-09 | |
| 2020-03-31 | $398,514 | 11,721 | Shares | Sole | 2020-04-16 | |
| No filing history on record for this holder in this stock. | ||||||