Position in MS
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$250,011
+$44,609 QoQ
Shares Held
1,196
+3.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#2,242
of 2,723 holders
Holding Since
Dec 2025
2 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, 2026SPINNAKER TRUST holds $1,440,393 across 2 Capital Markets names. MS ranks #2 (17.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
1,177 | $1,190,382 | |
| 2 | MS |
Morgan Stanley
This page
|
1,196 | $250,011 |
All Filings in MS
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $250,011 | 1,196 | Shares | Sole | 2026-08-03 | |
| 2025-12-31 | $205,402 | 1,157 | Shares | Sole | 2026-02-10 | |
| No filing history on record for this holder in this stock. | ||||||