COURIER CAPITAL LLC

Position in MS — Morgan Stanley

CIK 1015247 BUFFALO, NY

Position in MS

as of Jun 30, 2026 · filed Jul 16, 2026 Compact

Position Value

$2,320,762

+$457,995 QoQ

Shares Held

11,102

-1.9% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.36%

of 13F equity value

Holder Rank

#1,021

of 2,721 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

COURIER CAPITAL LLC holds $10,296,976 across 4 Capital Markets names. MS ranks #3 (22.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SCHW	Schwab Charles Corp	41,684	$3,846,182
2	GS	Goldman Sachs Group Inc	3,746	$3,788,592
3	MS	Morgan Stanley This page	11,102	$2,320,762
4	EVR	Evercore Inc.	1,000	$341,440

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,320,762	11,102	-1.9%	Shares	Sole	2026-07-16
2026-03-31	$1,862,767	11,319	-4.8%	Shares	Sole	2026-04-23
2025-12-31	$2,110,121	11,886	-17.3%	Shares	Sole	2026-01-29
2025-09-30	$2,284,573	14,372	-0.5%	Shares	Sole	2025-10-29
2025-06-30	$2,034,440	14,443	0.0%	Shares	Sole	2025-07-28
2025-03-31	$1,685,064	14,443	-1.5%	Shares	Sole	2025-04-14
2024-12-31	$1,843,432	14,663	+0.3%	Shares	Sole	2025-01-13
2024-09-30	$1,524,197	14,622	-3.6%	Shares	Sole	2024-10-22
2024-06-30	$1,474,566	15,172	-1.3%	Shares	Sole	2024-07-23
2024-03-31	$1,447,427	15,372	-0.6%	Shares	Sole	2024-04-16
2023-12-31	$1,441,551	15,459	-0.4%	Shares	Sole	2024-01-17
2023-09-30	$1,267,926	15,525	0.0%	Shares	Sole	2023-10-13
2023-06-30	$1,325,835	15,525	-18.0%	Shares	Sole	2023-07-31
2023-03-31	$1,661,351	18,922	-11.6%	Shares	Sole	2023-05-18
2022-12-31	$1,819,172	21,397	-0.3%	Shares	Sole	2023-01-24
2022-09-30	$1,696,502	21,472	-2.0%	Shares	Sole	2022-10-18
2022-06-30	$1,666,930	21,916	+2.2%	Shares	Sole	2022-07-20
2022-03-31	$1,873,856	21,440	-2.9%	Shares	Sole	2022-05-02
2021-12-31	$2,168,354	22,090	-5.6%	Shares	Sole	2022-01-18
2021-09-30	$2,277,054	23,400	-1.1%	Shares	Sole	2021-10-14
2021-06-30	$2,170,302	23,670	-0.4%	Shares	Sole	2021-07-12
2021-03-31	$1,845,123	23,759	-3.1%	Shares	Sole	2021-04-12
2020-12-31	$1,680,150	24,517	+0.0%	Shares	Sole	2021-02-10
2020-09-30	$1,185,348	24,516	0.0%	Shares	Sole	2020-11-09
2020-06-30	$1,184,122	24,516	-3.5%	Shares	Sole	2020-07-06
2020-03-31	$864,144	25,416	—	Shares	Sole	2020-04-22
No filing history on record for this holder in this stock.