PEOPLES FINANCIAL SERVICES CORP.

Position in MS — Morgan Stanley

CIK 1056943 MOOSIC, PA

Position in MS

as of Jun 30, 2026 · filed Jul 22, 2026 Compact

Position Value

$1,607,726

+$347,779 QoQ

Shares Held

7,691

+0.5% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.81%

of 13F equity value

Holder Rank

#1,179

of 2,723 holders

Holding Since

Mar 2022

18 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

PEOPLES FINANCIAL SERVICES CORP. holds $4,169,525 across 2 Capital Markets names. MS ranks #2 (38.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	GS	Goldman Sachs Group Inc	2,533	$2,561,799
2	MS	Morgan Stanley This page	7,691	$1,607,726

18 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,607,726	7,691	+0.5%	Shares	Sole	2026-07-22
2026-03-31	$1,259,947	7,656	-2.2%	Shares	Sole	2026-04-20
2025-12-31	$1,389,171	7,825	-7.6%	Shares	Sole	2026-01-26
2025-09-30	$1,345,595	8,465	-3.7%	Shares	Sole	2025-10-28
2025-06-30	$1,237,736	8,787	-14.8%	Shares	Sole	2025-07-17
2025-03-31	$1,203,451	10,315	-4.6%	Shares	Sole	2025-04-30
2024-12-31	$1,359,661	10,815	-0.2%	Shares	Sole	2025-01-14
2024-09-30	$1,129,440	10,835	-2.0%	Shares	Sole	2024-10-16
2024-06-30	$1,074,531	11,056	-6.2%	Shares	Sole	2024-07-25
2024-03-31	$1,109,393	11,782	-0.8%	Shares	Sole	2024-04-17
2023-12-31	$1,107,063	11,872	-0.0%	Shares	Sole	2024-01-24
2023-09-30	$969,748	11,874	+51.6%	Shares	Sole	2023-10-13
2023-06-30	$668,852	7,832	-1.5%	Shares	Sole	2023-07-11
2023-03-31	$698,185	7,952	+29.4%	Shares	Sole	2023-04-13
2022-12-31	$522,532	6,146	0.0%	Shares	Sole	2023-01-12
2022-09-30	$485,595	6,146	+36.5%	Shares	Sole	2022-10-07
2022-06-30	$342,573	4,504	+169.1%	Shares	Sole	2022-07-07
2022-03-31	$146,307	1,674	—	Shares	Sole	2022-04-15
No filing history on record for this holder in this stock.