Palisade Asset Management, LLC

Position in MS — Morgan Stanley

CIK 1434323 MINNEAPOLIS, MN

Position in MS

as of Jun 30, 2026 · filed Jul 20, 2026 Compact

Position Value

$5,258,819

+$970,784 QoQ

Shares Held

25,157

-3.5% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.52%

of 13F equity value

Holder Rank

#726

of 2,723 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Palisade Asset Management, LLC holds $6,715,311 across 3 Capital Markets names. MS ranks #1 (78.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MS	Morgan Stanley This page	25,157	$5,258,819
2	SCHW	Schwab Charles Corp	11,277	$1,040,528
3	IBKR	Interactive Brokers Group, Inc.	4,779	$415,964

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$5,258,819	25,157	-3.5%	Shares	Sole	2026-07-20
2026-03-31	$4,288,035	26,056	+1.0%	Shares	Sole	2026-04-14
2025-12-31	$4,581,516	25,807	-0.2%	Shares	Sole	2026-02-13
2025-09-30	$4,111,818	25,867	+0.0%	Shares	Sole	2025-11-17
2025-06-30	$3,642,357	25,858	+0.7%	Shares	Sole	2025-08-07
2025-03-31	$2,997,018	25,688	+1.4%	Shares	Sole	2025-04-23
2024-12-31	$3,185,619	25,339	-1.5%	Shares	Sole	2025-02-11
2024-09-30	$2,680,427	25,714	+4.0%	Shares	Sole	2024-11-12
2024-06-30	$2,402,633	24,721	-20.6%	Shares	Sole	2024-08-02
2024-03-31	$2,930,730	31,125	-0.3%	Shares	Sole	2024-05-01
2023-12-31	$2,911,731	31,225	+0.1%	Shares	Sole	2024-02-06
2023-09-30	$2,548,512	31,205	+2.8%	Shares	Sole	2023-11-07
2023-06-30	$2,593,000	30,363	+1.9%	Shares	Sole	2023-08-08
2023-03-31	$2,616,615	29,802	+0.6%	Shares	Sole	2023-05-10
2022-12-31	$2,517,952	29,616	+1.8%	Shares	Sole	2023-02-07
2022-09-30	$2,298,716	29,094	+0.6%	Shares	Sole	2022-11-09
2022-06-30	$2,200,567	28,932	-0.1%	Shares	Sole	2022-08-05
2022-03-31	$2,530,754	28,956	0.0%	Shares	Sole	2022-04-21
2021-12-31	$2,842,320	28,956	+0.4%	Shares	Sole	2022-02-01
2021-09-30	$2,806,615	28,842	-0.2%	Shares	Sole	2021-10-25
2021-06-30	$2,648,924	28,890	-0.1%	Shares	Sole	2021-07-22
2021-03-31	$2,245,461	28,914	+0.9%	Shares	Sole	2021-05-04
2020-12-31	$1,964,343	28,664	+3.1%	Shares	Sole	2021-02-03
2020-09-30	$1,344,613	27,810	0.0%	Shares	Sole	2020-10-26
2020-06-30	$1,343,223	27,810	0.0%	Shares	Sole	2020-07-27
2020-03-31	$945,540	27,810	—	Shares	Sole	2020-04-24
No filing history on record for this holder in this stock.