SUMMITRY LLC

Position in MS — Morgan Stanley

CIK 1280043 Foster City, CA

Position in MS

as of Jun 30, 2026 · filed Jul 21, 2026 Compact

Position Value

$452,780

+$172,189 QoQ

Shares Held

2,166

+27.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#1,856

of 2,723 holders

Holding Since

Sep 2025

4 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

SUMMITRY LLC holds $66,524,508 across 4 Capital Markets names. MS ranks #2 (0.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SCHW	Schwab Charles Corp	707,019	$65,236,643
2	MS	Morgan Stanley This page	2,166	$452,780
3	GS	Goldman Sachs Group Inc	416	$420,729
4	HOOD	Robinhood Markets, Inc.	4,132	$414,356

4 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$452,780	2,166	+27.0%	Shares	Sole	2026-07-21
2026-03-31	$280,591	1,705	+8.8%	Shares	Sole	2026-05-22
2025-12-31	$278,189	1,567	+20.0%	Shares	Sole	2026-02-09
2025-09-30	$207,601	1,306	—	Shares	Sole	2025-11-07
No filing history on record for this holder in this stock.