Position in MS
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$452,780
+$101,588 QoQ
Shares Held
2,166
+1.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.23%
of 13F equity value
Holder Rank
#1,855
of 2,723 holders
Holding Since
Jun 2021
11 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, 2026LCNB CORP holds $1,147,388 across 2 Capital Markets names. MS ranks #2 (39.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SCHW |
Schwab Charles Corp
|
7,528 | $694,608 | |
| 2 | MS |
Morgan Stanley
This page
|
2,166 | $452,780 |
All Filings in MS
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $452,780 | 2,166 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $351,192 | 2,134 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $337,307 | 1,900 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $302,024 | 1,900 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $267,634 | 1,900 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $239,173 | 2,050 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $257,726 | 2,050 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $207,958 | 1,995 | Shares | Sole | 2024-11-12 | |
| 2021-12-31 | $220,271 | 2,244 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $218,363 | 2,244 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $205,752 | 2,244 | Shares | Sole | 2021-08-13 | |
| No filing history on record for this holder in this stock. | ||||||