Position in MS
as of Jun 30, 2026
· filed Jul 2, 2026
Position Value
$13,403,226
+$1,989,145 QoQ
Shares Held
64,118
-7.6% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.50%
of 13F equity value
Holder Rank
#493
of 2,722 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, 2026MassMutual Private Wealth & Trust, FSB holds $28,522,576 across 28 Capital Markets names. MS ranks #2 (47.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
13,568 | $13,722,268 | |
| 2 | MS |
Morgan Stanley
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|
64,118 | $13,403,226 | |
| 3 | SCHW |
Schwab Charles Corp
|
7,482 | $690,364 | |
| 4 | HOOD |
Robinhood Markets, Inc.
|
2,184 | $219,011 | |
| 5 | IBKR |
Interactive Brokers Group, Inc.
|
1,056 | $91,914 | |
| 6 | EVR |
Evercore Inc.
|
234 | $79,896 | |
| 7 | SF |
Stifel Financial Corp
|
662 | $46,187 | |
| 8 | VIRT |
Virtu Financial, Inc.
|
606 | $36,099 |
All Filings in MS
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $13,403,226 | 64,118 | Shares | Sole | 2026-07-02 | |
| 2026-03-31 | $11,414,081 | 69,357 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $14,182,339 | 79,887 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $13,247,408 | 83,338 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $11,381,628 | 80,801 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $9,394,385 | 80,521 | Shares | Sole | 2025-04-01 | |
| 2024-12-31 | $10,010,329 | 79,624 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $5,570,794 | 53,442 | Shares | Sole | 2024-10-02 | |
| 2024-06-30 | $5,189,265 | 53,393 | Shares | Sole | 2024-07-02 | |
| 2024-03-31 | $5,407,891 | 57,433 | Shares | Sole | 2024-04-09 | |
| 2023-12-31 | $3,999,585 | 42,891 | Shares | Sole | 2024-01-03 | |
| 2023-09-30 | $3,629,659 | 44,443 | Shares | Sole | 2023-10-04 | |
| 2023-06-30 | $3,886,383 | 45,508 | Shares | Sole | 2023-08-02 | |
| 2023-03-31 | $4,106,230 | 46,768 | Shares | Sole | 2023-04-11 | |
| 2022-12-31 | $3,903,778 | 45,916 | Shares | Sole | 2023-01-06 | |
| 2022-09-30 | $3,679,416 | 46,569 | Shares | Sole | 2022-10-07 | |
| 2022-06-30 | $3,718,193 | 48,885 | Shares | Sole | 2022-07-07 | |
| 2022-03-31 | $3,861,769 | 44,185 | Shares | Sole | 2022-04-08 | |
| 2021-12-31 | $4,299,015 | 43,796 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $4,248,943 | 43,664 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $4,092,766 | 44,637 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $3,484,837 | 44,873 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $96,079 | 1,402 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $61,936 | 1,281 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $62,210 | 1,288 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $31,790 | 935 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||