Position in MS
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$361,012
+$70,217 QoQ
Shares Held
1,727
-2.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#2,021
of 2,723 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, 2026CENTRAL BANK & TRUST CO holds $3,707,829 across 2 Capital Markets names. MS ranks #2 (9.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SCHW |
Schwab Charles Corp
|
36,272 | $3,346,817 | |
| 2 | MS |
Morgan Stanley
This page
|
1,727 | $361,012 |
All Filings in MS
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $361,012 | 1,727 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $290,795 | 1,767 | Shares | Sole | 2026-04-07 | |
| 2025-12-31 | $313,695 | 1,767 | Shares | Sole | 2026-01-09 | |
| 2025-09-30 | $271,662 | 1,709 | Shares | Sole | 2025-10-09 | |
| 2025-06-30 | $240,729 | 1,709 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $264,490 | 2,267 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $294,561 | 2,343 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $248,195 | 2,381 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $231,409 | 2,381 | Shares | Sole | 2024-07-19 | |
| 2024-03-31 | $405,547 | 4,307 | Shares | Sole | 2024-04-11 | |
| 2023-12-31 | $570,223 | 6,115 | Shares | Sole | 2024-01-09 | |
| 2023-09-30 | $852,879 | 10,443 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $975,780 | 11,426 | Shares | Sole | 2023-07-13 | |
| 2023-03-31 | $1,008,031 | 11,481 | Shares | Sole | 2023-04-13 | |
| 2022-12-31 | $988,612 | 11,628 | Shares | Sole | 2023-01-18 | |
| 2022-09-30 | $1,256,733 | 15,906 | Shares | Sole | 2022-10-20 | |
| 2022-06-30 | $773,758 | 10,173 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $5,663,520 | 64,800 | Shares | Sole | 2022-04-18 | |
| 2021-12-31 | $5,974,410 | 60,864 | Shares | Sole | 2022-01-18 | |
| 2021-09-30 | $5,855,240 | 60,171 | Shares | Sole | 2021-10-19 | |
| 2021-06-30 | $3,470,558 | 37,851 | Shares | Sole | 2021-07-16 | |
| 2021-03-31 | $5,280 | 68 | Shares | Sole | 2021-04-20 | |
| 2020-12-31 | $4,660 | 68 | Shares | Sole | 2021-01-12 | |
| 2020-09-30 | $3,287 | 68 | Shares | Sole | 2020-10-08 | |
| 2020-06-30 | $6,568 | 136 | Shares | Sole | 2020-07-15 | |
| 2020-03-31 | $4,624 | 136 | Shares | Sole | 2020-04-14 | |
| No filing history on record for this holder in this stock. | ||||||