FIRST CITIZENS BANK & TRUST CO

Bank

Position in MS — Morgan Stanley

CIK 1092203 RALEIGH, NC

Position in MS

as of Jun 30, 2026 · filed Jul 13, 2026 Compact

Position Value

$8,505,627

+$1,522,923 QoQ

Shares Held

40,689

-4.1% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.34%

of 13F equity value

Holder Rank

#602

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

FIRST CITIZENS BANK & TRUST CO holds $14,209,190 across 4 Capital Markets names. MS ranks #1 (59.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MS	Morgan Stanley This page	40,689	$8,505,627
2	GS	Goldman Sachs Group Inc	3,388	$3,426,521
3	SCHW	Schwab Charles Corp	16,682	$1,539,247
4	PIPR	Piper Sandler Companies	10,199	$737,795

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$8,505,627	40,689	-4.1%	Shares	Sole	2026-07-13
2026-03-31	$6,982,704	42,430	+208.0%	Shares	Sole	2026-05-13
2025-12-31	$2,445,298	13,774	+13.4%	Shares	Sole	2026-02-18
2025-09-30	$1,930,250	12,143	+7.9%	Shares	Sole	2025-10-31
2025-06-30	$1,585,097	11,253	-65.0%	Shares	Sole	2025-07-30
2025-03-31	$3,748,606	32,130	+1.5%	Shares	Sole	2025-04-14
2024-12-31	$3,979,665	31,655	-4.0%	Shares	Sole	2025-01-21
2024-09-30	$3,435,645	32,959	-0.4%	Shares	Sole	2024-10-17
2024-06-30	$3,215,336	33,083	+1.8%	Shares	Sole	2024-07-19
2024-03-31	$3,060,387	32,502	+17.7%	Shares	Sole	2024-04-15
2023-12-31	$2,574,259	27,606	-16.4%	Shares	Sole	2024-01-22
2023-09-30	$2,698,294	33,039	-7.0%	Shares	Sole	2023-10-30
2023-06-30	$3,035,371	35,543	-3.9%	Shares	Sole	2023-08-15
2023-03-31	$3,248,511	36,999	-45.1%	Shares	Sole	2023-05-11
2022-12-31	$5,727,116	67,362	-1.5%	Shares	Sole	2023-01-24
2022-09-30	$5,401,439	68,364	-6.9%	Shares	Sole	2022-10-20
2022-06-30	$5,585,389	73,434	-0.0%	Shares	Sole	2022-07-26
2022-03-31	$6,418,830	73,442	+3.5%	Shares	Sole	2022-04-26
2021-12-31	$6,965,629	70,962	-13.8%	Shares	Sole	2022-03-11
2021-09-30	$8,014,158	82,357	+1.4%	Shares	Sole	2021-10-15
2021-06-30	$7,443,577	81,182	-5.6%	Shares	Sole	2021-07-14
2021-03-31	$6,679,225	86,006	-0.1%	Shares	Sole	2021-04-14
2020-12-31	$5,898,376	86,070	-6.8%	Shares	Sole	2021-01-13
2020-09-30	$4,465,170	92,351	-12.7%	Shares	Sole	2020-10-15
2020-06-30	$5,109,753	105,792	+17.5%	Shares	Sole	2020-07-15
2020-03-31	$3,061,632	90,048	—	Shares	Sole	2020-04-17
No filing history on record for this holder in this stock.