Position in MS
as of Jun 30, 2026
· filed Jul 1, 2026
Position Value
$908,905
+$208,989 QoQ
Shares Held
4,348
+2.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#1,460
of 2,723 holders
Holding Since
Jun 2020
25 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, 2026FIRST FINANCIAL BANK - TRUST DIVISION holds $2,786,007 across 2 Capital Markets names. MS ranks #2 (32.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
1,856 | $1,877,102 | |
| 2 | MS |
Morgan Stanley
This page
|
4,348 | $908,905 |
All Filings in MS
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $908,905 | 4,348 | Shares | Sole | 2026-07-01 | |
| 2026-03-31 | $699,916 | 4,253 | Shares | Sole | 2026-04-01 | |
| 2025-12-31 | $834,746 | 4,702 | Shares | Sole | 2026-01-02 | |
| 2025-09-30 | $664,452 | 4,180 | Shares | Sole | 2025-10-01 | |
| 2025-06-30 | $588,794 | 4,180 | Shares | Sole | 2025-07-02 | |
| 2025-03-31 | $424,795 | 3,641 | Shares | Sole | 2025-04-01 | |
| 2024-12-31 | $443,288 | 3,526 | Shares | Sole | 2025-01-02 | |
| 2024-09-30 | $378,495 | 3,631 | Shares | Sole | 2024-10-01 | |
| 2024-06-30 | $352,410 | 3,626 | Shares | Sole | 2024-07-03 | |
| 2024-03-31 | $340,859 | 3,620 | Shares | Sole | 2024-04-01 | |
| 2023-12-31 | $341,668 | 3,664 | Shares | Sole | 2024-01-02 | |
| 2023-09-30 | $299,157 | 3,663 | Shares | Sole | 2023-10-12 | |
| 2023-06-30 | $314,613 | 3,684 | Shares | Sole | 2023-07-03 | |
| 2023-03-31 | $321,172 | 3,658 | Shares | Sole | 2023-04-03 | |
| 2022-12-31 | $312,872 | 3,680 | Shares | Sole | 2023-01-03 | |
| 2022-09-30 | $321,412 | 4,068 | Shares | Sole | 2022-10-04 | |
| 2022-06-30 | $304,315 | 4,001 | Shares | Sole | 2022-07-01 | |
| 2022-03-31 | $352,658 | 4,035 | Shares | Sole | 2022-04-04 | |
| 2021-12-31 | $396,172 | 4,036 | Shares | Sole | 2022-01-03 | |
| 2021-09-30 | $399,651 | 4,107 | Shares | Sole | 2021-10-01 | |
| 2021-06-30 | $378,312 | 4,126 | Shares | Sole | 2021-07-07 | |
| 2021-03-31 | $424,566 | 5,467 | Shares | Sole | 2021-04-05 | |
| 2020-12-31 | $381,506 | 5,567 | Shares | Sole | 2021-01-05 | |
| 2020-09-30 | $269,841 | 5,581 | Shares | Sole | 2020-10-02 | |
| 2020-06-30 | $270,480 | 5,600 | Shares | Sole | 2020-07-02 | |
| No filing history on record for this holder in this stock. | ||||||