First National Trust Co

Bank

Position in MS — Morgan Stanley

CIK 1277303 Johnstown, PA

Position in MS

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

Position Value

$10,617,768

+$2,267,158 QoQ

Shares Held

50,793

+0.1% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.62%

of 13F equity value

Holder Rank

#545

of 2,723 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 96% Shared 4% None 0%

Financial Services · as of Jun 30, 2026

First National Trust Co holds $23,773,098 across 5 Capital Markets names. MS ranks #1 (44.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MS	Morgan Stanley This page	50,793	$10,617,768
2	SCHW	Schwab Charles Corp	97,349	$8,982,391
3	GS	Goldman Sachs Group Inc	3,636	$3,677,341
4	HOOD	Robinhood Markets, Inc.	2,765	$277,274
5	VIRT	Virtu Financial, Inc.	3,665	$218,324

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$10,617,768	50,793	+0.1%	Shares	Sole	2026-07-30
2026-03-31	$8,350,610	50,742	+2.5%	Shares	Sole	2026-05-07
2025-12-31	$8,792,527	49,527	+1.7%	Shares	Sole	2026-02-09
2025-09-30	$7,742,146	48,705	+0.9%	Shares	Other	2025-11-06
2025-06-30	$6,799,170	48,269	+2.7%	Shares	Sole	2025-08-01
2025-03-31	$5,482,438	46,991	+4.1%	Shares	Sole	2025-05-08
2024-12-31	$5,675,880	45,147	+29.1%	Shares	Sole	2025-02-10
2024-09-30	$3,644,125	34,959	-1.1%	Shares	Sole	2024-11-05
2024-06-30	$3,435,277	35,346	-1.4%	Shares	Sole	2024-08-02
2024-03-31	$3,374,787	35,841	+3.1%	Shares	Sole	2024-04-26
2023-12-31	$3,240,996	34,756	+2.3%	Shares	Sole	2024-02-06
2023-09-30	$2,775,881	33,989	+170.7%	Shares	Sole	2023-11-06
2023-06-30	$1,072,282	12,556	+0.2%	Shares	Sole	2023-08-01
2023-03-31	$1,100,308	12,532	-0.7%	Shares	Sole	2023-04-26
2022-12-31	$1,073,377	12,625	-1.3%	Shares	Sole	2023-02-02
2022-09-30	$1,010,379	12,788	-0.1%	Shares	Sole	2022-11-02
2022-06-30	$974,100	12,807	-0.9%	Shares	Sole	2022-08-03
2022-03-31	$1,129,382	12,922	+0.2%	Shares	Sole	2022-05-03
2021-12-31	$1,266,459	12,902	+3.2%	Shares	Sole	2022-02-03
2021-09-30	$1,216,180	12,498	-3.0%	Shares	Sole	2021-11-05
2021-06-30	$1,181,424	12,885	-1.1%	Shares	Sole	2021-08-06
2021-03-31	$1,012,141	13,033	+1.0%	Shares	Sole	2021-05-06
2020-12-31	$884,379	12,905	-5.6%	Shares	Sole	2021-02-10
2020-09-30	$660,702	13,665	0.0%	Shares	Sole	2020-11-04
2020-06-30	$660,019	13,665	0.0%	Shares	Sole	2020-08-06
2020-03-31	$464,610	13,665	—	Shares	Sole	2020-04-29
No filing history on record for this holder in this stock.