Position in MS
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$826,335
+$175,790 QoQ
Shares Held
3,953
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.18%
of 13F equity value
Holder Rank
#1,518
of 2,723 holders
Holding Since
Mar 2020
18 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, 2026First Interstate Bank holds $2,162,354 across 2 Capital Markets names. MS ranks #2 (38.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
1,321 | $1,336,019 | |
| 2 | MS |
Morgan Stanley
This page
|
3,953 | $826,335 |
All Filings in MS
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $826,335 | 3,953 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $650,545 | 3,953 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $843,800 | 4,753 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $755,536 | 4,753 | Shares | Defined | 2025-10-29 | |
| 2025-06-30 | $415,959 | 2,953 | Shares | Defined | 2025-07-30 | |
| 2025-03-31 | $344,526 | 2,953 | Shares | Defined | 2025-04-30 | |
| 2024-12-31 | $377,160 | 3,000 | Shares | Defined | 2025-02-04 | |
| 2024-09-30 | $314,596 | 3,018 | Shares | Defined | 2024-10-29 | |
| 2024-06-30 | $291,570 | 3,000 | Shares | Defined | 2024-08-07 | |
| 2024-03-31 | $290,954 | 3,090 | Shares | Defined | 2024-05-01 | |
| 2023-12-31 | $289,075 | 3,100 | Shares | Defined | 2024-01-30 | |
| 2023-09-30 | $420,600 | 5,150 | Shares | Defined | 2023-10-31 | |
| 2023-06-30 | $456,890 | 5,350 | Shares | Defined | 2023-08-01 | |
| 2023-03-31 | $479,827 | 5,465 | Shares | Defined | 2023-05-02 | |
| 2022-12-31 | $503,998 | 5,928 | Shares | Defined | 2023-01-30 | |
| 2022-09-30 | $468,371 | 5,928 | Shares | Defined | 2022-10-25 | |
| 2022-06-30 | $427,076 | 5,615 | Shares | Sole | 2022-08-12 | |
| 2020-03-31 | $434,078 | 12,767 | Shares | Defined | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||