Position in MS
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$700,284
+$147,165 QoQ
Shares Held
3,350
-0.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#1,601
of 2,723 holders
Holding Since
Mar 2021
22 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, 2026AMERICAN NATIONAL BANK & TRUST holds $982,622 across 9 Capital Markets names. MS ranks #1 (71.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
This page
|
3,350 | $700,284 | |
| 2 | GS |
Goldman Sachs Group Inc
|
182 | $184,069 | |
| 3 | HOOD |
Robinhood Markets, Inc.
|
339 | $33,994 | |
| 4 | IBKR |
Interactive Brokers Group, Inc.
|
384 | $33,423 | |
| 5 | SCHW |
Schwab Charles Corp
|
143 | $13,194 | |
| 6 | EVR |
Evercore Inc.
|
20 | $6,828 | |
| 7 | SF |
Stifel Financial Corp
|
82 | $5,721 | |
| 8 | HLI |
Houlihan Lokey, Inc.
|
36 | $4,828 |
All Filings in MS
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22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $700,284 | 3,350 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $553,119 | 3,361 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $602,891 | 3,396 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $370,853 | 2,333 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $456,386 | 3,240 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $378,010 | 3,240 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $352,896 | 2,807 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $348,682 | 3,345 | Shares | Sole | 2024-10-02 | |
| 2024-06-30 | $329,279 | 3,388 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $319,014 | 3,388 | Shares | Sole | 2024-04-10 | |
| 2023-12-31 | $323,670 | 3,471 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $349,220 | 4,276 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $485,328 | 5,683 | Shares | Sole | 2023-07-12 | |
| 2023-03-31 | $479,388 | 5,460 | Shares | Sole | 2023-04-26 | |
| 2022-12-31 | $389,561 | 4,582 | Shares | Sole | 2023-01-10 | |
| 2022-09-30 | $360,443 | 4,562 | Shares | Sole | 2022-10-05 | |
| 2022-06-30 | $271,762 | 3,573 | Shares | Sole | 2022-07-11 | |
| 2022-03-31 | $176,111 | 2,015 | Shares | Sole | 2022-04-08 | |
| 2021-12-31 | $180,810 | 1,842 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $179,245 | 1,842 | Shares | Sole | 2021-10-12 | |
| 2021-06-30 | $168,892 | 1,842 | Shares | Sole | 2021-07-12 | |
| 2021-03-31 | $543 | 7 | Shares | Sole | 2021-04-09 | |
| No filing history on record for this holder in this stock. | ||||||