BASSWOOD CAPITAL MANAGEMENT, L.L.C.

Position in MS — Morgan Stanley

CIK 1085393 NEW YORK, NY

Position in MS

as of Mar 31, 2026 · filed May 15, 2026 Compact

Position Value

$60,768,953

-$4,785,597 QoQ

Shares Held

369,259

0.0% QoQ

Ownership

0.023%

of shares outstanding

% of Portfolio

3.12%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Mar 31, 2026

BASSWOOD CAPITAL MANAGEMENT, L.L.C. holds $156,621,763 across 6 Capital Markets names. MS ranks #1 (38.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MS	Morgan Stanley This page	369,259	$60,768,953
2	SCHW	Schwab Charles Corp	469,701	$44,142,499
3	LAZ	Lazard, Inc.	584,388	$24,824,802
4	PWP	Perella Weinberg Partners	788,737	$14,323,463
5	LPLA	LPL Financial Holdings Inc.	30,206	$9,086,870
6	MC	Moelis & Co	60,968	$3,475,176

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$60,768,953	369,259	0.0%	Shares	Sole	2026-05-15
2025-12-31	$65,554,550	369,259	0.0%	Shares	Sole	2026-02-13
2025-09-30	$58,697,410	369,259	0.0%	Shares	Sole	2025-11-14
2025-06-30	$52,013,822	369,259	0.0%	Shares	Sole	2025-08-14
2025-03-31	$43,081,447	369,259	0.0%	Shares	Sole	2025-05-14
2024-12-31	$46,423,241	369,259	0.0%	Shares	Sole	2025-02-14
2024-09-30	$38,491,558	369,259	0.0%	Shares	Sole	2024-11-14
2024-06-30	$35,888,282	369,259	0.0%	Shares	Sole	2024-08-14
2024-03-31	$34,769,427	369,259	0.0%	Shares	Sole	2024-05-15
2023-12-31	$34,433,401	369,259	0.0%	Shares	Sole	2024-02-14
2023-09-30	$30,157,382	369,259	0.0%	Shares	Sole	2023-11-14
2023-06-30	$31,534,718	369,259	0.0%	Shares	Sole	2023-08-14
2023-03-31	$32,420,940	369,259	0.0%	Shares	Sole	2023-05-15
2022-12-31	$31,394,400	369,259	0.0%	Shares	Sole	2023-02-14
2022-09-30	$29,175,153	369,259	0.0%	Shares	Sole	2022-11-14
2022-06-30	$28,085,839	369,259	0.0%	Shares	Sole	2022-08-15
2022-03-31	$32,273,236	369,259	0.0%	Shares	Sole	2022-05-16
2021-12-31	$36,246,463	369,259	0.0%	Shares	Sole	2022-02-14
2021-09-30	$35,932,593	369,259	0.0%	Shares	Sole	2021-11-15
2021-06-30	$33,857,357	369,259	0.0%	Shares	Sole	2021-08-16
2021-03-31	$28,676,653	369,259	0.0%	Shares	Sole	2021-05-17
2020-12-31	$25,305,319	369,259	-30.5%	Shares	Sole	2021-02-16
2020-09-30	$25,693,141	531,399	+33.6%	Shares	Sole	2020-11-16
2020-06-30	$19,210,455	397,732	-35.6%	Shares	Sole	2020-08-14
2020-03-31	$20,984,324	617,186	—	Shares	Sole	2020-05-15
No filing history on record for this holder in this stock.