MOTCO

Position in MS — Morgan Stanley

CIK 1306333 SAN ANTONIO, TX

Position in MS

as of Jun 30, 2026 · filed Jul 31, 2026 Compact

Position Value

$529,916

+$117,010 QoQ

Shares Held

2,535

+1.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.05%

of 13F equity value

Holder Rank

#1,757

of 2,722 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

MOTCO holds $30,896,407 across 10 Capital Markets names. MS ranks #3 (1.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GS	Goldman Sachs Group Inc	18,641	$18,852,947
2	SCHW	Schwab Charles Corp	124,117	$11,452,274
3	MS	Morgan Stanley This page	2,535	$529,916
4	HOOD	Robinhood Markets, Inc.	585	$58,663
5	NMR	Nomura Holdings Inc	108	$948
6	IBKR	Interactive Brokers Group, Inc.	10	$870
7	EVR	Evercore Inc.	1	$341
8	SF	Stifel Financial Corp	3	$209

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$529,916	2,535	+1.0%	Shares	Sole	2026-07-31
2026-03-31	$412,906	2,509	-0.8%	Shares	Sole	2026-04-22
2025-12-31	$448,972	2,529	0.0%	Shares	Sole	2026-02-06
2025-09-30	$402,009	2,529	0.0%	Shares	Sole	2025-10-22
2025-06-30	$356,234	2,529	0.0%	Shares	Sole	2025-08-01
2025-03-31	$295,058	2,529	+21.4%	Shares	Sole	2025-05-07
2024-12-31	$262,000	2,084	0.0%	Shares	Sole	2025-02-05
2024-09-30	$217,236	2,084	0.0%	Shares	Sole	2024-11-05
2024-06-30	$202,543	2,084	-1.3%	Shares	Sole	2024-08-07
2024-03-31	$198,865	2,112	-0.3%	Shares	Sole	2024-05-09
2023-12-31	$197,596	2,119	-6.2%	Shares	Sole	2024-02-09
2023-09-30	$184,492	2,259	+3.5%	Shares	Sole	2023-11-07
2023-06-30	$186,428	2,183	+4.8%	Shares	Sole	2023-08-04
2023-03-31	$182,975	2,084	-2.4%	Shares	Sole	2023-05-09
2022-12-31	$181,602	2,136	-8.4%	Shares	Sole	2023-02-10
2022-09-30	$184,172	2,331	-18.9%	Shares	Sole	2022-11-03
2022-06-30	$218,672	2,875	-37.1%	Shares	Sole	2022-08-05
2022-03-31	$399,330	4,569	-95.5%	Shares	Sole	2022-05-06
2021-12-31	$9,894,625	100,801	-2.6%	Shares	Sole	2022-02-08
2021-09-30	$10,070,416	103,488	-6.9%	Shares	Sole	2021-10-29
2021-06-30	$10,194,551	111,185	-3.0%	Shares	Sole	2021-08-04
2021-03-31	$8,900,378	114,607	-15.9%	Shares	Sole	2021-04-16
2020-12-31	$9,333,648	136,198	-2.1%	Shares	Sole	2021-02-05
2020-09-30	$6,723,405	139,057	-4.9%	Shares	Sole	2020-11-10
2020-06-30	$7,059,479	146,159	+2.5%	Shares	Sole	2020-07-15
2020-03-31	$4,846,496	142,544	—	Shares	Sole	2020-05-06
No filing history on record for this holder in this stock.