Position in MS
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$755,261
+$168,899 QoQ
Shares Held
3,613
+1.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#1,571
of 2,723 holders
Holding Since
Dec 2020
23 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, 2026Ledyard National Bank holds $1,545,200 across 3 Capital Markets names. MS ranks #1 (48.9% of the industry book) .
All Filings in MS
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $755,261 | 3,613 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $586,362 | 3,563 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $825,336 | 4,649 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $737,892 | 4,642 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $665,140 | 4,722 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $535,631 | 4,591 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $576,426 | 4,585 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $471,998 | 4,528 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $436,966 | 4,496 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $422,872 | 4,491 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $442,098 | 4,741 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $387,197 | 4,741 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $404,881 | 4,741 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $416,259 | 4,741 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $406,735 | 4,784 | Shares | Sole | 2023-02-06 | |
| 2022-09-30 | $377,983 | 4,784 | Shares | Sole | 2022-10-18 | |
| 2022-06-30 | $363,871 | 4,784 | Shares | Sole | 2022-07-19 | |
| 2022-03-31 | $434,989 | 4,977 | Shares | Sole | 2022-04-25 | |
| 2021-12-31 | $488,542 | 4,977 | Shares | Sole | 2022-01-31 | |
| 2021-09-30 | $480,127 | 4,934 | Shares | Sole | 2021-10-20 | |
| 2021-06-30 | $461,109 | 5,029 | Shares | Sole | 2021-07-27 | |
| 2021-03-31 | $390,552 | 5,029 | Shares | Sole | 2021-04-27 | |
| 2020-12-31 | $236,291 | 3,448 | Shares | Sole | 2021-01-25 | |
| No filing history on record for this holder in this stock. | ||||||