Position in MS
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$859,990
+$251,740 QoQ
Shares Held
4,114
+11.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#1,488
of 2,723 holders
Holding Since
Jun 2020
20 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, 2026WEBSTER BANK, N. A. holds $4,810,285 across 10 Capital Markets names. MS ranks #2 (17.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SCHW |
Schwab Charles Corp
|
33,435 | $3,085,046 | |
| 2 | MS |
Morgan Stanley
This page
|
4,114 | $859,990 | |
| 3 | GS |
Goldman Sachs Group Inc
|
826 | $835,391 | |
| 4 | HLI |
Houlihan Lokey, Inc.
|
58 | $7,779 | |
| 5 | SF |
Stifel Financial Corp
|
76 | $5,302 | |
| 6 | FIGR |
Figure Technology Solutions, Inc.
|
150 | $4,606 | |
| 7 | TW |
Tradeweb Markets Inc.
|
35 | $3,488 | |
| 8 | STEX |
Streamex Corp.
|
4,000 | $3,400 |
All Filings in MS
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $859,990 | 4,114 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $608,250 | 3,696 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $656,150 | 3,696 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $589,264 | 3,707 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $553,861 | 3,932 | Shares | Sole | 2025-07-08 | |
| 2025-03-31 | $504,364 | 4,323 | Shares | Sole | 2025-04-04 | |
| 2024-12-31 | $543,487 | 4,323 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $348,891 | 3,347 | Shares | Sole | 2024-10-10 | |
| 2024-06-30 | $290,695 | 2,991 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $225,136 | 2,391 | Shares | Sole | 2024-04-16 | |
| 2023-12-31 | $242,356 | 2,599 | Shares | Sole | 2024-01-23 | |
| 2023-09-30 | $13,557 | 166 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $5,465 | 64 | Shares | Sole | 2023-07-13 | |
| 2023-03-31 | $5,794 | 66 | Shares | Sole | 2023-04-13 | |
| 2022-12-31 | $4,506 | 53 | Shares | Sole | 2023-01-18 | |
| 2021-06-30 | $3,300 | 36 | Shares | Sole | 2021-07-20 | |
| 2021-03-31 | $2,795 | 36 | Shares | Sole | 2021-05-07 | |
| 2020-12-31 | $2,467 | 36 | Shares | Sole | 2021-01-07 | |
| 2020-09-30 | $52,314 | 1,082 | Shares | Sole | 2020-10-22 | |
| 2020-06-30 | $52,260 | 1,082 | Shares | Sole | 2020-07-09 | |
| No filing history on record for this holder in this stock. | ||||||