Position in MS
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$3,159,011
+$100,313 QoQ
Shares Held
15,112
-18.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
#901
of 2,723 holders
Holding Since
Jun 2020
25 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in MS Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026AMG National Trust Bank holds $10,061,929 across 3 Capital Markets names. MS ranks #2 (31.4% of the industry book) .
All Filings in MS
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,159,011 | 15,112 | Shares | Defined | 2026-08-07 | |
| 2026-03-31 | $3,058,698 | 18,586 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $2,828,407 | 15,932 | Shares | Other | 2026-01-30 | |
| 2025-09-30 | $2,352,607 | 14,800 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $2,176,568 | 15,452 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $1,884,570 | 16,153 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $1,861,661 | 14,808 | Shares | Other | 2025-02-07 | |
| 2024-09-30 | $1,487,713 | 14,272 | Shares | Other | 2024-11-07 | |
| 2024-06-30 | $1,528,117 | 15,723 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $1,309,671 | 13,909 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $1,292,351 | 13,859 | Shares | Other | 2024-02-08 | |
| 2023-09-30 | $1,090,212 | 13,349 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $1,116,946 | 13,079 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $1,102,768 | 12,560 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $929,948 | 10,938 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $908,219 | 11,495 | Shares | Sole | 2022-11-04 | |
| 2022-06-30 | $501,387 | 6,592 | Shares | Sole | 2022-08-05 | |
| 2022-03-31 | $1,037,525 | 11,871 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $1,245,552 | 12,689 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $1,230,971 | 12,650 | Shares | Sole | 2021-10-28 | |
| 2021-06-30 | $1,200,313 | 13,091 | Shares | Sole | 2021-08-03 | |
| 2021-03-31 | $1,018,743 | 13,118 | Shares | Sole | 2021-05-11 | |
| 2020-12-31 | $741,974 | 10,827 | Shares | Sole | 2021-02-10 | |
| 2020-09-30 | $526,821 | 10,896 | Shares | Sole | 2020-10-22 | |
| 2020-06-30 | $544,872 | 11,281 | Shares | Sole | 2020-08-13 | |
| No filing history on record for this holder in this stock. | ||||||