Coastline Trust Co

Bank

Position in MS — Morgan Stanley

CIK 1324279 PROVIDENCE, RI

Position in MS

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$4,309,568

+$902,805 QoQ

Shares Held

20,616

-0.4% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.57%

of 13F equity value

Holder Rank

#796

of 2,721 holders

Holding Since

Mar 2021

22 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Coastline Trust Co holds $10,587,766 across 5 Capital Markets names. MS ranks #1 (40.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MS	Morgan Stanley This page	20,616	$4,309,568
2	GS	Goldman Sachs Group Inc	3,218	$3,254,588
3	SCHW	Schwab Charles Corp	26,421	$2,437,865
4	HOOD	Robinhood Markets, Inc.	5,546	$556,152
5	IBKR	Interactive Brokers Group, Inc.	340	$29,593

22 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$4,309,568	20,616	-0.4%	Shares	Defined	2026-08-14
2026-03-31	$3,406,763	20,701	-0.3%	Shares	Defined	2026-04-03
2025-12-31	$3,686,587	20,766	+26.0%	Shares	Defined	2026-01-05
2025-09-30	$2,620,614	16,486	-1.1%	Shares	Defined	2025-10-21
2025-06-30	$2,346,868	16,661	-1.1%	Shares	Defined	2025-07-17
2025-03-31	$1,965,305	16,845	+3.5%	Shares	Defined	2025-04-28
2024-12-31	$2,045,966	16,274	-5.3%	Shares	Defined	2025-02-13
2024-09-30	$1,791,155	17,183	-19.9%	Shares	Defined	2024-11-06
2024-06-30	$2,085,988	21,463	-11.2%	Shares	Defined	2024-07-15
2024-03-31	$2,277,070	24,183	-9.6%	Shares	Defined	2024-04-26
2023-12-31	$2,494,250	26,748	-20.5%	Shares	Defined	2024-01-23
2023-09-30	$2,746,480	33,629	+22.6%	Shares	Defined	2023-10-18
2023-06-30	$2,342,607	27,431	-11.5%	Shares	Defined	2023-08-07
2023-03-31	$2,721,800	31,000	-2.6%	Shares	Defined	2023-05-31
2022-12-31	$2,705,761	31,825	-3.0%	Shares	Defined	2023-02-09
2022-09-30	$2,592,318	32,810	+4.0%	Shares	Defined	2022-11-03
2022-06-30	$2,399,388	31,546	+59.7%	Shares	Defined	2022-07-22
2022-03-31	$1,726,587	19,755	+20.4%	Shares	Defined	2022-05-04
2021-12-31	$1,610,314	16,405	+17.4%	Shares	Defined	2022-02-10
2021-09-30	$1,359,907	13,975	-6.7%	Shares	Defined	2021-11-09
2021-06-30	$1,373,515	14,980	+2.0%	Shares	Defined	2021-08-10
2021-03-31	$1,140,825	14,690	—	Shares	Defined	2021-05-10
No filing history on record for this holder in this stock.