Skip to main content
Equibles

BASSWOOD CAPITAL MANAGEMENT, L.L.C.

Position in MS — Morgan Stanley

CIK 1085393 NEW YORK, NY
Back to MS Full portfolio

Position in MS

as of Jun 30, 2026 · filed Aug 14, 2026
Position Value
$77,189,901
+$16,420,948 QoQ
Shares Held
369,259
0.0% QoQ
Ownership
0.024%
of shares outstanding
% of Portfolio
3.36%
of 13F equity value
Holder Rank
#209
of 2,735 holders
Holding Since
Mar 2020
26 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, 2026

BASSWOOD CAPITAL MANAGEMENT, L.L.C. holds $146,448,732 across 7 Capital Markets names. MS ranks #1 (52.7% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 MS
Morgan Stanley
This page 		369,259 $77,189,901
2 SCHW
Schwab Charles Corp
 250,998 $23,159,585
3 LAZ
Lazard, Inc.
 546,216 $22,908,299
4 PWP
Perella Weinberg Partners
 788,737 $12,588,242
5 SF
Stifel Financial Corp
 104,316 $7,278,127
6 MC
Moelis & Co
 38,242 $2,501,791
7 LPLA
LPL Financial Holdings Inc.
 2,921 $822,787

All Filings in MS

Export CSV
26 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $77,189,901 369,259
2026-03-31 $60,768,953 369,259
2025-12-31 $65,554,550 369,259
2025-09-30 $58,697,410 369,259
2025-06-30 $52,013,822 369,259
2025-03-31 $43,081,447 369,259
2024-12-31 $46,423,241 369,259
2024-09-30 $38,491,558 369,259
2024-06-30 $35,888,282 369,259
2024-03-31 $34,769,427 369,259
2023-12-31 $34,433,401 369,259
2023-09-30 $30,157,382 369,259
2023-06-30 $31,534,718 369,259
2023-03-31 $32,420,940 369,259
2022-12-31 $31,394,400 369,259
2022-09-30 $29,175,153 369,259
2022-06-30 $28,085,839 369,259
2022-03-31 $32,273,236 369,259
2021-12-31 $36,246,463 369,259
2021-09-30 $35,932,593 369,259
2021-06-30 $33,857,357 369,259
2021-03-31 $28,676,653 369,259
2020-12-31 $25,305,319 369,259
2020-09-30 $25,693,141 531,399
2020-06-30 $19,210,455 397,732
2020-03-31 $20,984,324 617,186