SYSTEMATIC FINANCIAL MANAGEMENT LP

Position in MS — Morgan Stanley

CIK 1085936 TEANECK, NJ

Position in MS

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$2,822,040

+$600,345 QoQ

Shares Held

13,500

0.0% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.06%

of 13F equity value

Holder Rank

#955

of 2,723 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

SYSTEMATIC FINANCIAL MANAGEMENT LP holds $97,070,401 across 3 Capital Markets names. MS ranks #3 (2.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PIPR	Piper Sandler Companies	706,867	$51,134,758
2	SF	Stifel Financial Corp	617,939	$43,113,603
3	MS	Morgan Stanley This page	13,500	$2,822,040

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,822,040	13,500	0.0%	Shares	Defined	2026-08-14
2026-03-31	$2,221,695	13,500	0.0%	Shares	Defined	2026-05-13
2025-12-31	$2,396,655	13,500	0.0%	Shares	Defined	2026-02-09
2025-09-30	$2,145,960	13,500	0.0%	Shares	Defined	2025-11-13
2025-06-30	$1,901,610	13,500	0.0%	Shares	Defined	2025-08-13
2025-03-31	$1,575,045	13,500	0.0%	Shares	Defined	2025-05-14
2024-12-31	$1,697,220	13,500	0.0%	Shares	Defined	2025-02-14
2024-09-30	$1,407,240	13,500	0.0%	Shares	Defined	2024-11-14
2024-06-30	$1,312,065	13,500	0.0%	Shares	Defined	2024-08-16
2024-03-31	$1,271,160	13,500	0.0%	Shares	Defined	2024-05-15
2023-12-31	$1,258,875	13,500	0.0%	Shares	Defined	2024-02-14
2023-09-30	$1,102,545	13,500	0.0%	Shares	Defined	2023-11-14
2023-06-30	$1,152,900	13,500	0.0%	Shares	Defined	2023-08-14
2023-03-31	$1,185,300	13,500	0.0%	Shares	Defined	2023-05-12
2022-12-31	$1,147,770	13,500	0.0%	Shares	Defined	2023-02-15
2022-09-30	$1,066,635	13,500	0.0%	Shares	Defined	2022-11-14
2022-06-30	$1,026,810	13,500	0.0%	Shares	Defined	2022-08-15
2022-03-31	$1,179,900	13,500	0.0%	Shares	Defined	2022-05-11
2021-12-31	$1,325,160	13,500	0.0%	Shares	Defined	2022-02-14
2021-09-30	$1,313,685	13,500	0.0%	Shares	Defined	2021-11-12
2021-06-30	$1,237,815	13,500	0.0%	Shares	Defined	2021-08-12
2021-03-31	$1,048,410	13,500	0.0%	Shares	Defined	2021-05-10
2020-12-31	$925,155	13,500	0.0%	Shares	Defined	2021-02-12
2020-09-30	$652,725	13,500	0.0%	Shares	Defined	2020-11-12
2020-06-30	$652,050	13,500	0.0%	Shares	Defined	2020-08-13
2020-03-31	$459,000	13,500	—	Shares	Defined	2020-05-12
No filing history on record for this holder in this stock.