Position in MS
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$1,595,184
+$299,525 QoQ
Shares Held
7,631
-3.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.84%
of 13F equity value
Holder Rank
#1,184
of 2,723 holders
Holding Since
Sep 2023
12 quarters on record
Voting authority
Sole 99%
Shared 0%
None 1%
Common Shares in MS Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026BANK OF STOCKTON holds $4,892,948 across 3 Capital Markets names. MS ranks #2 (32.6% of the industry book) .
All Filings in MS
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,595,184 | 7,631 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $1,295,659 | 7,873 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $1,521,964 | 8,573 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $1,222,879 | 7,693 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $1,047,575 | 7,437 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $854,374 | 7,323 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $957,860 | 7,619 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $788,054 | 7,560 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $699,087 | 7,193 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $606,202 | 6,438 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $466,529 | 5,003 | Shares | Sole | 2024-01-25 | |
| 2023-09-30 | $294,012 | 3,600 | Shares | Sole | 2023-10-31 | |
| No filing history on record for this holder in this stock. | ||||||