Position in MS
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$2,692,852
+$396,148 QoQ
Shares Held
12,882
-0.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#969
of 2,723 holders
Holding Since
Mar 2020
25 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, 2026TRUST CO OF VERMONT holds $9,017,273 across 10 Capital Markets names. MS ranks #1 (29.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
This page
|
12,882 | $2,692,852 | |
| 2 | SNEX |
StoneX Group Inc.
|
32,217 | $2,545,143 | |
| 3 | SCHW |
Schwab Charles Corp
|
25,718 | $2,372,999 | |
| 4 | GS |
Goldman Sachs Group Inc
|
1,285 | $1,299,610 | |
| 5 | HOOD |
Robinhood Markets, Inc.
|
450 | $45,126 | |
| 6 | JEF |
Jefferies Financial Group Inc.
|
785 | $39,234 | |
| 7 | BMNR |
Bitmine Immersion Technologies, Inc.
|
1,072 | $14,268 | |
| 8 | BGC |
BGC Group, Inc.
|
630 | $6,734 |
All Filings in MS
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,692,852 | 12,882 | Shares | Sole | 2026-08-07 | |
| 2025-12-31 | $2,296,704 | 12,937 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $2,231,639 | 14,039 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $2,014,437 | 14,301 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $1,637,696 | 14,037 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $1,684,647 | 13,400 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $1,415,474 | 13,579 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $1,184,939 | 12,192 | Shares | Sole | 2024-07-09 | |
| 2024-03-31 | $1,160,145 | 12,321 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $886,061 | 9,502 | Shares | Sole | 2024-03-08 | |
| 2023-09-30 | $904,985 | 11,081 | Shares | Sole | 2023-11-27 | |
| 2023-06-30 | $991,152 | 11,606 | Shares | Sole | 2023-07-17 | |
| 2023-03-31 | $944,991 | 10,763 | Shares | Sole | 2023-04-07 | |
| 2022-12-31 | $806,244 | 9,483 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $741,429 | 9,384 | Shares | Sole | 2022-10-24 | |
| 2022-06-30 | $695,263 | 9,141 | Shares | Sole | 2022-07-20 | |
| 2022-03-31 | $818,063 | 9,360 | Shares | Sole | 2022-04-05 | |
| 2021-12-31 | $941,157 | 9,588 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $917,632 | 9,430 | Shares | Sole | 2021-10-22 | |
| 2021-06-30 | $868,303 | 9,470 | Shares | Sole | 2021-07-15 | |
| 2021-03-31 | $747,399 | 9,624 | Shares | Sole | 2021-04-16 | |
| 2020-12-31 | $659,532 | 9,624 | Shares | Sole | 2021-02-03 | |
| 2020-09-30 | $467,108 | 9,661 | Shares | Sole | 2020-11-06 | |
| 2020-06-30 | $471,069 | 9,753 | Shares | Sole | 2020-07-17 | |
| 2020-03-31 | $329,766 | 9,699 | Shares | Sole | 2020-04-24 | |
| No filing history on record for this holder in this stock. | ||||||