GREAT LAKES ADVISORS, LLC

Position in MS — Morgan Stanley

CIK 1078013 CHICAGO, IL

Position in MS

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$976,216

+$371,916 QoQ

Shares Held

4,670

+27.2% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#1,419

of 2,743 holders

Holding Since

Mar 2021

15 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

GREAT LAKES ADVISORS, LLC holds $260,015,359 across 12 Capital Markets names. MS ranks #8 (0.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GS	Goldman Sachs Group Inc	176,704	$178,713,122
2	SCHW	Schwab Charles Corp	687,938	$63,476,037
3	DSEEY	Daiwa Securities Group Inc.	407,250	$4,048,064
4	SF	Stifel Financial Corp	41,623	$2,904,036
5	MARA	MARA Holdings, Inc.	207,265	$2,878,910
6	RIOT	Riot Platforms, Inc.	93,841	$2,569,366
7	WULF	Terawulf Inc.	100,260	$2,476,421
8	MS	Morgan Stanley This page	4,670	$976,216

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$976,216	4,670	+27.2%	Shares	Other	2026-08-10
2026-03-31	$604,300	3,672	+1.7%	Shares	Sole	2026-05-12
2025-12-31	$640,883	3,610	+2.2%	Shares	Other	2026-02-12
2025-09-30	$561,287	3,531	-9.6%	Shares	Sole	2025-11-03
2025-06-30	$550,199	3,906	-23.5%	Shares	Sole	2025-08-11
2025-03-31	$595,717	5,106	+13.5%	Shares	Sole	2025-05-16
2024-12-31	$565,362	4,497	+20.0%	Shares	Sole	2025-02-10
2024-09-30	$390,483	3,746	+28.1%	Shares	Sole	2024-11-04
2024-06-30	$284,183	2,924	-11.1%	Shares	Sole	2024-08-06
2023-03-31	$288,862	3,290	+9.7%	Shares	Sole	2023-05-10
2022-03-31	$262,112	2,999	-27.0%	Shares	Sole	2022-05-06
2021-12-31	$403,437	4,110	-17.4%	Shares	Sole	2022-02-09
2021-09-30	$484,214	4,976	+0.3%	Shares	Sole	2021-11-09
2021-06-30	$454,782	4,960	-11.5%	Shares	Sole	2021-08-11
2021-03-31	$435,361	5,606	—	Shares	Sole	2021-05-03
No filing history on record for this holder in this stock.