Position in MS
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$15,887
+$3,380 QoQ
Shares Held
76
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#2,658
of 2,723 holders
Holding Since
Sep 2021
13 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, 2026COUNTRY TRUST BANK holds $415,856 across 7 Capital Markets names. MS ranks #4 (3.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SF |
Stifel Financial Corp
|
3,375 | $235,473 | |
| 2 | GS |
Goldman Sachs Group Inc
|
101 | $102,147 | |
| 3 | SCHW |
Schwab Charles Corp
|
497 | $45,857 | |
| 4 | MS |
Morgan Stanley
This page
|
76 | $15,887 | |
| 5 | JEF |
Jefferies Financial Group Inc.
|
132 | $6,597 | |
| 6 | IBKR |
Interactive Brokers Group, Inc.
|
63 | $5,483 | |
| 7 | HOOD |
Robinhood Markets, Inc.
|
44 | $4,412 |
All Filings in MS
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $15,887 | 76 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $12,507 | 76 | Shares | Sole | 2026-04-10 | |
| 2025-12-31 | $13,492 | 76 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $12,080 | 76 | Shares | Sole | 2025-10-28 | |
| 2023-09-30 | $2,450 | 30 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $2,562 | 30 | Shares | Sole | 2023-07-12 | |
| 2023-03-31 | $2,634 | 30 | Shares | Sole | 2023-04-13 | |
| 2022-12-31 | $2,550 | 30 | Shares | Sole | 2023-01-18 | |
| 2022-09-30 | $2,370 | 30 | Shares | Sole | 2022-10-20 | |
| 2022-06-30 | $6,921 | 91 | Shares | Sole | 2022-07-12 | |
| 2022-03-31 | $7,953 | 91 | Shares | Sole | 2022-04-25 | |
| 2021-12-31 | $8,932 | 91 | Shares | Sole | 2022-01-26 | |
| 2021-09-30 | $9,536 | 98 | Shares | Sole | 2021-10-26 | |
| No filing history on record for this holder in this stock. | ||||||