Position in MS
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$403,447
+$112,652 QoQ
Shares Held
1,930
+9.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
#1,940
of 2,723 holders
Holding Since
Jun 2023
12 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, 2026Towne Trust Company, N.A holds $1,031,902 across 3 Capital Markets names. MS ranks #2 (39.1% of the industry book) .
All Filings in MS
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $403,447 | 1,930 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $290,795 | 1,767 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $313,695 | 1,767 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $209,668 | 1,319 | Shares | Sole | 2025-10-08 | |
| 2025-06-30 | $157,622 | 1,119 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $13,883 | 119 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $14,960 | 119 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $12,404 | 119 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $16,911 | 174 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $16,383 | 174 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $11,096 | 119 | Shares | Sole | 2024-02-13 | |
| 2023-06-30 | $10,162 | 119 | Shares | Sole | 2023-08-11 | |
| No filing history on record for this holder in this stock. | ||||||