ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/
BankPosition in MS — Morgan Stanley
CIK 109380
SALT LAKE CITY, UT
Position in MS
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$1,375,692
+$211,853 QoQ
Shares Held
6,581
-6.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.20%
of 13F equity value
Holder Rank
#1,247
of 2,722 holders
Holding Since
Mar 2025
6 quarters on record
Voting authority
Sole 87%
Shared 0%
None 13%
Common Shares in MS Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ holds $7,773,066 across 27 Capital Markets names. MS ranks #2 (17.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
4,010 | $4,055,593 | |
| 2 | MS |
Morgan Stanley
This page
|
6,581 | $1,375,692 | |
| 3 | SCHW |
Schwab Charles Corp
|
11,547 | $1,065,441 | |
| 4 | SF |
Stifel Financial Corp
|
12,588 | $878,264 | |
| 5 | EVR |
Evercore Inc.
|
467 | $159,452 | |
| 6 | HOOD |
Robinhood Markets, Inc.
|
950 | $95,266 | |
| 7 | IBKR |
Interactive Brokers Group, Inc.
|
693 | $60,318 | |
| 8 | NMR |
Nomura Holdings Inc
|
1,068 | $9,377 |
All Filings in MS
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,375,692 | 6,581 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $1,163,839 | 7,072 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $1,875,781 | 10,566 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $1,565,756 | 9,850 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $4,417,933 | 31,364 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $3,674,871 | 31,498 | Shares | Sole | 2025-05-12 | |
| No filing history on record for this holder in this stock. | ||||||