Position in MS
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$835,950
+$129,287 QoQ
Shares Held
3,999
-6.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#1,513
of 2,722 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, 2026WHITTIER TRUST CO OF NEVADA INC holds $69,666,007 across 19 Capital Markets names. MS ranks #8 (1.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
41,410 | $41,880,831 | |
| 2 | SCHW |
Schwab Charles Corp
|
120,385 | $11,107,923 | |
| 3 | LPLA |
LPL Financial Holdings Inc.
|
20,373 | $5,738,665 | |
| 4 | HLI |
Houlihan Lokey, Inc.
|
38,849 | $5,210,815 | |
| 5 | EVR |
Evercore Inc.
|
5,822 | $1,987,862 | |
| 6 | JEF |
Jefferies Financial Group Inc.
|
25,315 | $1,265,243 | |
| 7 | FIGR |
Figure Technology Solutions, Inc.
|
36,591 | $1,123,708 | |
| 8 | MS |
Morgan Stanley
This page
|
3,999 | $835,950 |
All Filings in MS
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $835,950 | 3,999 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $706,663 | 4,294 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $889,602 | 5,011 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $900,349 | 5,664 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $618,516 | 4,391 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $499,230 | 4,279 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $360,690 | 2,869 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $170,745 | 1,638 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $174,358 | 1,794 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $310,068 | 3,293 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $177,361 | 1,902 | Shares | Sole | 2024-01-11 | |
| 2023-09-30 | $104,537 | 1,280 | Shares | Sole | 2023-10-27 | |
| 2023-06-30 | $133,224 | 1,560 | Shares | Sole | 2023-07-24 | |
| 2023-03-31 | $110,364 | 1,257 | Shares | Sole | 2023-04-21 | |
| 2022-12-31 | $110,951 | 1,305 | Shares | Sole | 2023-01-25 | |
| 2022-09-30 | $168,370 | 2,131 | Shares | Sole | 2022-10-21 | |
| 2022-06-30 | $209,545 | 2,755 | Shares | Sole | 2022-07-28 | |
| 2022-03-31 | $277,757 | 3,178 | Shares | Sole | 2022-04-29 | |
| 2021-12-31 | $311,952 | 3,178 | Shares | Sole | 2022-01-19 | |
| 2021-09-30 | $309,251 | 3,178 | Shares | Sole | 2021-11-01 | |
| 2021-06-30 | $279,012 | 3,043 | Shares | Sole | 2021-07-29 | |
| 2021-03-31 | $215,972 | 2,781 | Shares | Sole | 2021-04-26 | |
| 2020-12-31 | $189,348 | 2,763 | Shares | Sole | 2021-01-29 | |
| 2020-09-30 | $133,591 | 2,763 | Shares | Sole | 2020-10-30 | |
| 2020-06-30 | $133,452 | 2,763 | Shares | Sole | 2020-07-10 | |
| 2020-03-31 | $93,942 | 2,763 | Shares | Sole | 2020-04-27 | |
| No filing history on record for this holder in this stock. | ||||||