Position in MS
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$389,023
+$165,836 QoQ
Shares Held
1,861
-26.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#1,970
of 2,723 holders
Holding Since
Mar 2021
10 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, 2026TOWER BRIDGE ADVISORS holds $12,686,813 across 3 Capital Markets names. MS ranks #3 (3.1% of the industry book) .
All Filings in MS
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $389,023 | 1,861 | Shares | Sole | 2026-08-12 | |
| 2023-03-31 | $223,187 | 2,542 | Shares | Sole | 2023-04-26 | |
| 2022-12-31 | $318,144 | 3,742 | Shares | Sole | 2023-01-27 | |
| 2022-09-30 | $414,170 | 5,242 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $398,706 | 5,242 | Shares | Sole | 2022-07-21 | |
| 2022-03-31 | $458,150 | 5,242 | Shares | Sole | 2022-05-05 | |
| 2021-12-31 | $426,210 | 4,342 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $422,520 | 4,342 | Shares | Sole | 2021-10-28 | |
| 2021-06-30 | $398,117 | 4,342 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $334,093 | 4,302 | Shares | Sole | 2021-05-12 | |
| No filing history on record for this holder in this stock. | ||||||