Position in MS
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$1,432,969
+$304,843 QoQ
Shares Held
6,855
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.51%
of 13F equity value
Holder Rank
#1,230
of 2,723 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in MS Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026BURKE & HERBERT BANK & TRUST CO holds $4,443,345 across 3 Capital Markets names. MS ranks #2 (32.2% of the industry book) .
All Filings in MS
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,432,969 | 6,855 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $1,128,126 | 6,855 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $1,216,967 | 6,855 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $985,552 | 6,200 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $873,332 | 6,200 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $723,354 | 6,200 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $779,464 | 6,200 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $646,288 | 6,200 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $602,578 | 6,200 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $584,262 | 6,205 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $597,639 | 6,409 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $523,423 | 6,409 | Shares | Sole | 2023-10-16 | |
| 2023-06-30 | $627,860 | 7,352 | Shares | Sole | 2023-07-12 | |
| 2023-03-31 | $682,118 | 7,769 | Shares | Sole | 2023-04-13 | |
| 2022-12-31 | $660,520 | 7,769 | Shares | Sole | 2023-01-11 | |
| 2022-09-30 | $613,828 | 7,769 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $590,910 | 7,769 | Shares | Sole | 2022-07-08 | |
| 2022-03-31 | $711,261 | 8,138 | Shares | Sole | 2022-04-20 | |
| 2021-12-31 | $845,746 | 8,616 | Shares | Sole | 2022-01-13 | |
| 2021-09-30 | $838,422 | 8,616 | Shares | Sole | 2021-10-08 | |
| 2021-06-30 | $790,001 | 8,616 | Shares | Sole | 2021-07-14 | |
| 2021-03-31 | $669,118 | 8,616 | Shares | Sole | 2021-04-12 | |
| 2020-12-31 | $590,454 | 8,616 | Shares | Sole | 2021-01-11 | |
| 2020-09-30 | $416,583 | 8,616 | Shares | Sole | 2020-10-06 | |
| 2020-06-30 | $416,152 | 8,616 | Shares | Sole | 2020-07-15 | |
| 2020-03-31 | $292,944 | 8,616 | Shares | Sole | 2020-04-09 | |
| No filing history on record for this holder in this stock. | ||||||