BOK Financial Private Wealth, Inc.

Position in MS — Morgan Stanley

CIK 1317348 DENVER, CO

Position in MS

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$3,022,718

+$423,994 QoQ

Shares Held

14,460

-8.4% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.69%

of 13F equity value

Holder Rank

#924

of 2,723 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 89% Shared 0% None 11%

Financial Services · as of Jun 30, 2026

BOK Financial Private Wealth, Inc. holds $3,755,172 across 8 Capital Markets names. MS ranks #1 (80.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MS	Morgan Stanley This page	14,460	$3,022,718
2	EVR	Evercore Inc.	1,965	$670,929
3	GS	Goldman Sachs Group Inc	26	$26,295
4	SCHW	Schwab Charles Corp	226	$20,853
5	SF	Stifel Financial Corp	87	$6,069
6	HOOD	Robinhood Markets, Inc.	42	$4,211
7	NMR	Nomura Holdings Inc	312	$2,739
8	PJT	PJT Partners Inc.	9	$1,358

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,022,718	14,460	-8.4%	Shares	Sole	2026-08-10
2026-03-31	$2,598,724	15,791	-8.2%	Shares	Sole	2026-05-12
2025-12-31	$3,054,226	17,204	-0.3%	Shares	Sole	2026-02-06
2025-09-30	$2,742,377	17,252	-0.7%	Shares	Sole	2025-11-07
2025-06-30	$2,448,005	17,379	-6.1%	Shares	Sole	2025-08-07
2025-03-31	$2,159,211	18,507	-1.8%	Shares	Sole	2025-05-14
2024-12-31	$2,369,947	18,851	-9.9%	Shares	Sole	2025-02-07
2024-09-30	$2,180,805	20,921	-15.3%	Shares	Sole	2024-11-13
2024-06-30	$2,401,467	24,709	-1.1%	Shares	Sole	2024-08-14
2024-03-31	$2,352,775	24,987	-6.9%	Shares	Sole	2024-05-01
2023-12-31	$2,503,576	26,848	-4.4%	Shares	Sole	2024-01-30
2023-09-30	$2,293,130	28,078	-12.1%	Shares	Sole	2023-10-13
2023-06-30	$2,728,530	31,950	-10.6%	Shares	Sole	2023-08-08
2023-03-31	$3,136,655	35,725	+2.7%	Shares	Sole	2023-04-24
2022-12-31	$2,958,440	34,797	-0.9%	Shares	Sole	2023-02-02
2022-09-30	$2,774,199	35,112	-0.7%	Shares	Sole	2022-11-07
2022-06-30	$2,690,698	35,376	-31.3%	Shares	Sole	2022-08-15
2022-03-31	$4,501,100	51,500	+0.9%	Shares	Sole	2022-05-09
2021-12-31	$5,010,282	51,042	-0.6%	Shares	Sole	2022-02-15
2021-09-30	$4,998,620	51,368	+1.1%	Shares	Sole	2021-11-15
2021-06-30	$4,656,935	50,790	+4.0%	Shares	Sole	2021-08-03
2021-03-31	$3,792,370	48,833	+10.9%	Shares	Sole	2021-05-12
2020-12-31	$3,018,815	44,051	-1.5%	Shares	Sole	2021-02-01
2020-09-30	$2,161,921	44,714	-5.3%	Shares	Sole	2020-11-06
2020-06-30	$2,280,387	47,213	+5.8%	Shares	Sole	2020-08-13
2020-03-31	$1,517,012	44,618	—	Shares	Sole	2020-05-07
No filing history on record for this holder in this stock.