Position in MS
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$4,428,093
+$1,911,489 QoQ
Shares Held
21,183
+38.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#193
of 938 holders
Holding Since
Mar 2021
22 quarters on record
Voting authority
Sole 35%
Shared 65%
None 0%
Common Shares in MS Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026EVERGREEN CAPITAL MANAGEMENT LLC holds $182,731,239 across 19 Capital Markets names. MS ranks #4 (2.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
150,189 | $151,896,648 | |
| 2 | SCHW |
Schwab Charles Corp
|
99,476 | $9,178,650 | |
| 3 | HOOD |
Robinhood Markets, Inc.
|
84,905 | $8,514,273 | |
| 4 | MS |
Morgan Stanley
This page
|
21,183 | $4,428,093 | |
| 5 | IBKR |
Interactive Brokers Group, Inc.
|
17,672 | $1,538,170 | |
| 6 | NMR |
Nomura Holdings Inc
|
139,680 | $1,226,390 | |
| 7 | SF |
Stifel Financial Corp
|
14,139 | $986,477 | |
| 8 | GOLD |
Gold.com, Inc.
|
19,187 | $798,371 |
All Filings in MS
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22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,428,093 | 21,183 | Shares | Other | 2026-07-23 | |
| 2026-03-31 | $2,516,604 | 15,292 | Shares | Other | 2026-05-14 | |
| 2025-12-31 | $5,087,121 | 28,655 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $1,962,678 | 12,347 | Shares | Other | 2025-10-28 | |
| 2025-06-30 | $1,814,276 | 12,880 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $695,819 | 5,964 | Shares | Other | 2025-05-15 | |
| 2024-12-31 | $682,533 | 5,429 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $497,224 | 4,770 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $459,027 | 4,723 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $347,920 | 3,695 | Shares | Other | 2024-05-15 | |
| 2023-12-31 | $280,123 | 3,004 | Shares | Other | 2024-02-14 | |
| 2023-09-30 | $511,171 | 6,259 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $435,625 | 5,101 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $633,388 | 7,214 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $573,884 | 6,750 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $531,658 | 6,729 | Shares | Other | 2022-11-14 | |
| 2022-06-30 | $330,023 | 4,339 | Shares | Other | 2022-08-15 | |
| 2022-03-31 | $388,143 | 4,441 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $413,253 | 4,210 | Shares | Sole | 2022-03-11 | |
| 2021-09-30 | $411,621 | 4,230 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $360,341 | 3,930 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $256,510 | 3,303 | Shares | Sole | 2021-05-17 | |
| No filing history on record for this holder in this stock. | ||||||