ADIRONDACK TRUST CO

Bank

Position in MS — Morgan Stanley

CIK 1054257 SARATOGA SPRINGS, NY

Position in MS

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

Position Value

$1,134,878

+$226,617 QoQ

Shares Held

5,429

-1.6% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.47%

of 13F equity value

Holder Rank

#1,331

of 2,723 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

ADIRONDACK TRUST CO holds $1,252,056 across 5 Capital Markets names. MS ranks #1 (90.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MS	Morgan Stanley This page	5,429	$1,134,878
2	IBKR	Interactive Brokers Group, Inc.	1,000	$87,040
3	SCHW	Schwab Charles Corp	165	$15,224
4	GS	Goldman Sachs Group Inc	12	$12,136
5	MARA	MARA Holdings, Inc.	200	$2,778

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,134,878	5,429	-1.6%	Shares	Sole	2026-07-16
2026-03-31	$908,261	5,519	-5.6%	Shares	Sole	2026-04-03
2025-12-31	$1,037,662	5,845	-0.4%	Shares	Sole	2026-01-08
2025-09-30	$933,095	5,870	-0.7%	Shares	Sole	2025-10-20
2025-06-30	$832,623	5,911	+11.2%	Shares	Sole	2025-07-11
2025-03-31	$620,101	5,315	-2.0%	Shares	Sole	2025-04-03
2024-12-31	$681,528	5,421	0.0%	Shares	Sole	2025-01-17
2024-09-30	$565,085	5,421	0.0%	Shares	Sole	2024-10-08
2024-06-30	$526,866	5,421	-0.6%	Shares	Sole	2024-07-09
2024-03-31	$513,454	5,453	-1.4%	Shares	Sole	2024-04-09
2023-12-31	$515,859	5,532	-2.8%	Shares	Sole	2024-03-29
2023-09-30	$464,865	5,692	-0.3%	Shares	Sole	2023-10-31
2023-06-30	$487,548	5,709	+2.5%	Shares	Sole	2023-08-09
2023-03-31	$488,958	5,569	-7.2%	Shares	Sole	2023-04-28
2022-12-31	$510,460	6,004	+0.5%	Shares	Sole	2023-01-13
2022-09-30	$472,084	5,975	+0.6%	Shares	Sole	2022-10-13
2022-06-30	$451,568	5,937	+2.9%	Shares	Sole	2022-07-06
2022-03-31	$504,472	5,772	+34.9%	Shares	Sole	2022-04-05
2021-12-31	$420,124	4,280	+1.5%	Shares	Sole	2022-01-13
2021-09-30	$410,161	4,215	+4.4%	Shares	Sole	2021-11-16
2021-06-30	$370,244	4,038	+14.1%	Shares	Sole	2021-07-15
2021-03-31	$274,761	3,538	+45.5%	Shares	Sole	2021-04-16
2020-12-31	$166,664	2,432	0.0%	Shares	Sole	2021-02-12
2020-09-30	$117,587	2,432	-2.8%	Shares	Sole	2020-10-05
2020-06-30	$120,846	2,502	0.0%	Shares	Sole	2020-08-19
2020-03-31	$85,068	2,502	—	Shares	Sole	2020-04-23
No filing history on record for this holder in this stock.