FIRST UNITED BANK & TRUST

Bank

Position in MS — Morgan Stanley

CIK 1214183 OAKLAND, MD

Position in MS

as of Jun 30, 2026 · filed Jul 20, 2026 Compact

Position Value

$131,068

+$37,593 QoQ

Shares Held

627

+10.4% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.08%

of 13F equity value

Holder Rank

#2,480

of 2,723 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

FIRST UNITED BANK & TRUST holds $385,191 across 10 Capital Markets names. MS ranks #1 (34.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MS	Morgan Stanley This page	627	$131,068
2	BMNR	Bitmine Immersion Technologies, Inc.	6,040	$80,392
3	GS	Goldman Sachs Group Inc	66	$66,750
4	WULF	Terawulf Inc.	2,540	$62,738
5	SCHW	Schwab Charles Corp	173	$15,962
6	HOOD	Robinhood Markets, Inc.	100	$10,028
7	CRCL	Circle Internet Group, Inc.	100	$6,263
8	IBKR	Interactive Brokers Group, Inc.	64	$5,570

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$131,068	627	+10.4%	Shares	Defined	2026-07-20
2026-03-31	$93,475	568	0.0%	Shares	Defined	2026-04-21
2025-12-31	$100,836	568	-16.7%	Shares	Defined	2026-01-21
2025-09-30	$108,410	682	+20.1%	Shares	Defined	2025-10-27
2025-06-30	$80,007	568	0.0%	Shares	Defined	2025-07-18
2025-03-31	$66,267	568	0.0%	Shares	Defined	2025-04-15
2024-12-31	$71,408	568	0.0%	Shares	Defined	2025-01-16
2024-09-30	$59,208	568	-3.4%	Shares	Defined	2024-10-15
2024-06-30	$57,146	588	0.0%	Shares	Defined	2024-08-12
2024-03-31	$55,366	588	+59.8%	Shares	Defined	2024-04-29
2023-12-31	$34,315	368	—	Shares	Defined	2024-02-08
No filing history on record for this holder in this stock.