Position in MS
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$620,639
+$132,031 QoQ
Shares Held
2,969
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#1,666
of 2,723 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 4%
Shared 96%
None 0%
Common Shares in MS Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026BANK OF NOVA SCOTIA TRUST CO holds $1,034,775 across 2 Capital Markets names. MS ranks #1 (60.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
This page
|
2,969 | $620,639 | |
| 2 | IBKR |
Interactive Brokers Group, Inc.
|
4,758 | $414,136 |
All Filings in MS
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $620,639 | 2,969 | Shares | Defined | 2026-08-11 | |
| 2026-03-31 | $488,608 | 2,969 | Shares | Defined | 2026-05-13 | |
| 2025-12-31 | $504,895 | 2,844 | Shares | Other | 2026-02-12 | |
| 2025-09-30 | $608,816 | 3,830 | Shares | Other | 2025-11-14 | |
| 2025-06-30 | $539,493 | 3,830 | Shares | Other | 2025-08-13 | |
| 2025-03-31 | $449,996 | 3,857 | Shares | Other | 2025-05-09 | |
| 2024-12-31 | $492,068 | 3,914 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $496,807 | 4,766 | Shares | Other | 2024-11-13 | |
| 2024-06-30 | $459,417 | 4,727 | Shares | Other | 2024-08-14 | |
| 2024-03-31 | $536,712 | 5,700 | Shares | Other | 2024-05-14 | |
| 2023-12-31 | $515,858 | 5,532 | Shares | Other | 2024-02-12 | |
| 2023-09-30 | $460,700 | 5,641 | Shares | Other | 2023-11-14 | |
| 2023-06-30 | $480,204 | 5,623 | Shares | Other | 2023-08-03 | |
| 2023-03-31 | $490,538 | 5,587 | Shares | Other | 2023-05-11 | |
| 2022-12-31 | $475,006 | 5,587 | Shares | Other | 2023-02-09 | |
| 2022-09-30 | $471,294 | 5,965 | Shares | Defined | 2022-11-10 | |
| 2022-06-30 | $440,387 | 5,790 | Shares | Defined | 2022-08-05 | |
| 2022-03-31 | $496,956 | 5,686 | Shares | Other | 2022-05-09 | |
| 2021-12-31 | $556,959 | 5,674 | Shares | Other | 2022-02-11 | |
| 2021-09-30 | $578,021 | 5,940 | Shares | Other | 2021-11-12 | |
| 2021-06-30 | $545,005 | 5,944 | Shares | Other | 2021-08-12 | |
| 2021-03-31 | $461,300 | 5,940 | Shares | Other | 2021-05-06 | |
| 2020-12-31 | $405,971 | 5,924 | Shares | Other | 2021-02-11 | |
| 2020-09-30 | $297,014 | 6,143 | Shares | Other | 2020-11-12 | |
| 2020-06-30 | $294,147 | 6,090 | Shares | Other | 2020-08-11 | |
| 2020-03-31 | $209,270 | 6,155 | Shares | Other | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||