Position in MS
as of Jun 30, 2026
· filed Jul 7, 2026
Position Value
$2,515,587
+$393,623 QoQ
Shares Held
12,034
-6.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.32%
of 13F equity value
Holder Rank
#995
of 2,723 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 67%
Shared 0%
None 33%
Common Shares in MS Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026MOODY NATIONAL BANK TRUST DIVISION holds $16,386,286 across 7 Capital Markets names. MS ranks #3 (15.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MRX |
Marex Group Ltd
|
91,388 | $5,570,098 | |
| 2 | GS |
Goldman Sachs Group Inc
|
2,884 | $2,916,790 | |
| 3 | MS |
Morgan Stanley
This page
|
12,034 | $2,515,587 | |
| 4 | MARA |
MARA Holdings, Inc.
|
133,775 | $1,858,134 | |
| 5 | SCHW |
Schwab Charles Corp
|
19,220 | $1,773,428 | |
| 6 | FIGR |
Figure Technology Solutions, Inc.
|
55,150 | $1,693,656 | |
| 7 | BTBT |
Bit Digital, Inc
|
32,552 | $58,593 |
All Filings in MS
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,515,587 | 12,034 | Shares | Defined | 2026-07-07 | |
| 2026-03-31 | $2,121,964 | 12,894 | Shares | Defined | 2026-04-09 | |
| 2025-12-31 | $3,760,262 | 21,181 | Shares | Defined | 2026-01-12 | |
| 2025-09-30 | $5,023,930 | 31,605 | Shares | Defined | 2025-10-06 | |
| 2025-06-30 | $4,313,696 | 30,624 | Shares | Defined | 2025-07-10 | |
| 2025-03-31 | $3,644,770 | 31,240 | Shares | Defined | 2025-04-04 | |
| 2024-12-31 | $3,964,956 | 31,538 | Shares | Defined | 2025-01-13 | |
| 2024-09-30 | $3,545,410 | 34,012 | Shares | Defined | 2024-10-03 | |
| 2024-06-30 | $2,669,322 | 27,465 | Shares | Defined | 2024-07-03 | |
| 2024-03-31 | $2,491,472 | 26,460 | Shares | Defined | 2024-04-04 | |
| 2023-12-31 | $2,510,942 | 26,927 | Shares | Defined | 2024-01-11 | |
| 2023-09-30 | $3,478,569 | 42,593 | Shares | Defined | 2023-10-12 | |
| 2023-06-30 | $3,280,384 | 38,412 | Shares | Defined | 2023-07-07 | |
| 2023-03-31 | $3,342,282 | 38,067 | Shares | Defined | 2023-04-19 | |
| 2022-12-31 | $3,240,366 | 38,113 | Shares | Defined | 2023-01-11 | |
| 2022-09-30 | $2,937,275 | 37,176 | Shares | Defined | 2022-10-05 | |
| 2022-06-30 | $2,818,022 | 37,050 | Shares | Defined | 2022-07-07 | |
| 2022-03-31 | $4,265,294 | 48,802 | Shares | Defined | 2022-04-12 | |
| 2021-12-31 | $5,406,946 | 55,083 | Shares | Defined | 2022-01-13 | |
| 2021-09-30 | $17,862,904 | 183,567 | Shares | Defined | 2021-10-07 | |
| 2021-06-30 | $16,883,246 | 184,134 | Shares | Defined | 2021-08-05 | |
| 2021-03-31 | $14,379,059 | 185,154 | Shares | Defined | 2021-04-14 | |
| 2020-12-31 | $12,751,033 | 186,065 | Shares | Defined | 2021-03-04 | |
| 2020-09-30 | $8,947,892 | 185,065 | Shares | Defined | 2020-10-08 | |
| 2020-06-30 | $8,940,088 | 185,095 | Shares | Defined | 2020-07-10 | |
| 2020-03-31 | $6,338,518 | 186,427 | Shares | Defined | 2020-04-17 | |
| No filing history on record for this holder in this stock. | ||||||