Clark Capital Management Group, Inc.

Position in MS — Morgan Stanley

CIK 1352187 PHILADELPHIA, PA

Position in MS

as of Mar 31, 2026 · filed May 15, 2026 Compact

Position Value

$163,371,436

-$27,068,190 QoQ

Shares Held

992,717

-7.5% QoQ

Ownership

0.063%

of shares outstanding

% of Portfolio

1.37%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Mar 31, 2026

Clark Capital Management Group, Inc. holds $259,491,843 across 5 Capital Markets names. MS ranks #1 (63.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MS	Morgan Stanley This page	992,717	$163,371,436
2	GS	Goldman Sachs Group Inc	92,940	$78,626,310
3	VIRT	Virtu Financial, Inc.	377,741	$16,613,049
4	SCHW	Schwab Charles Corp	4,875	$458,152
5	SF	Stifel Financial Corp	5,721	$422,896

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$163,371,436	992,717	-7.5%	Shares	Sole	2026-05-15
2025-12-31	$190,439,626	1,072,718	+10.2%	Shares	Sole	2026-02-17
2025-09-30	$154,769,814	973,640	+11.2%	Shares	Sole	2025-11-14
2025-06-30	$123,293,631	875,292	-8.6%	Shares	Sole	2025-08-14
2025-03-31	$111,748,626	957,818	+2.4%	Shares	Sole	2025-05-15
2024-12-31	$117,538,896	934,926	+11.9%	Shares	Sole	2025-02-14
2024-09-30	$87,081,679	835,396	+1.9%	Shares	Sole	2024-11-14
2024-06-30	$79,685,109	819,890	+85.7%	Shares	Sole	2024-08-14
2024-03-31	$41,568,438	441,466	-40.4%	Shares	Sole	2024-05-15
2023-12-31	$69,085,754	740,866	+27.8%	Shares	Sole	2024-02-14
2023-09-30	$47,330,705	579,536	+16.4%	Shares	Sole	2023-11-14
2023-06-30	$42,501,018	497,670	+2.7%	Shares	Sole	2023-08-14
2023-03-31	$42,551,216	484,638	+22.2%	Shares	Sole	2023-05-15
2022-12-31	$33,715,616	396,561	+3.3%	Shares	Sole	2023-02-14
2022-09-30	$30,327,356	383,842	+3.2%	Shares	Sole	2022-11-14
2022-06-30	$28,291,962	371,969	-56.6%	Shares	Sole	2022-08-15
2022-03-31	$74,899,440	856,973	+15.8%	Shares	Sole	2022-05-16
2021-12-31	$72,669,909	740,321	-19.1%	Shares	Sole	2022-02-14
2021-09-30	$89,076,795	915,392	-7.2%	Shares	Sole	2021-11-15
2021-06-30	$90,472,723	986,724	-14.8%	Shares	Sole	2021-08-02
2021-03-31	$89,960,955	1,158,395	-8.0%	Shares	Sole	2021-05-17
2020-12-31	$86,304,077	1,259,362	-5.6%	Shares	Sole	2021-01-26
2020-09-30	$64,536,081	1,334,769	-1.9%	Shares	Sole	2020-11-12
2020-06-30	$65,739,246	1,361,061	+178.8%	Shares	Sole	2020-08-14
2020-03-31	$16,598,324	488,186	—	Shares	Sole	2020-05-15
No filing history on record for this holder in this stock.