Position in MS
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$2,257,422
+$298,052 QoQ
Shares Held
10,799
-9.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.78%
of 13F equity value
Holder Rank
#1,032
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, 2026EXCALIBUR MANAGEMENT CORP holds $6,220,981 across 2 Capital Markets names. MS ranks #2 (36.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
3,919 | $3,963,559 | |
| 2 | MS |
Morgan Stanley
This page
|
10,799 | $2,257,422 |
All Filings in MS
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,257,422 | 10,799 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $1,959,370 | 11,906 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $2,164,268 | 12,191 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $1,963,473 | 12,352 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $1,773,709 | 12,592 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $1,461,525 | 12,527 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $1,604,941 | 12,766 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $1,452,688 | 13,936 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $1,371,642 | 14,113 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $1,334,623 | 14,174 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $1,265,216 | 13,568 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $1,103,851 | 13,516 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $1,142,481 | 13,378 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $1,174,588 | 13,378 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $1,140,628 | 13,416 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $1,065,133 | 13,481 | Shares | Sole | 2022-11-04 | |
| 2022-06-30 | $1,027,722 | 13,512 | Shares | Sole | 2022-07-25 | |
| 2022-03-31 | $1,183,570 | 13,542 | Shares | Sole | 2022-05-03 | |
| 2021-12-31 | $1,337,233 | 13,623 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $1,339,958 | 13,770 | Shares | Sole | 2021-10-28 | |
| 2021-06-30 | $1,263,121 | 13,776 | Shares | Sole | 2021-07-26 | |
| 2021-03-31 | $1,078,231 | 13,884 | Shares | Sole | 2021-05-03 | |
| 2020-12-31 | $1,019,383 | 14,875 | Shares | Sole | 2021-01-26 | |
| 2020-09-30 | $733,711 | 15,175 | Shares | Sole | 2020-11-02 | |
| 2020-06-30 | $808,059 | 16,730 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $315,180 | 9,270 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||