Position in MS
as of Jun 30, 2026
· filed Jul 7, 2026
Position Value
$1,121,708
+$225,461 QoQ
Shares Held
5,366
-1.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.22%
of 13F equity value
Holder Rank
#1,338
of 2,723 holders
Holding Since
Dec 2023
11 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, 2026Mechanics Bank Trust Department holds $5,063,016 across 2 Capital Markets names. MS ranks #2 (22.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
3,897 | $3,941,308 | |
| 2 | MS |
Morgan Stanley
This page
|
5,366 | $1,121,708 |
All Filings in MS
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,121,708 | 5,366 | Shares | Sole | 2026-07-07 | |
| 2026-03-31 | $896,247 | 5,446 | Shares | Sole | 2026-04-09 | |
| 2025-12-31 | $974,816 | 5,491 | Shares | Other | 2026-01-14 | |
| 2025-09-30 | $872,849 | 5,491 | Shares | Other | 2025-10-22 | |
| 2025-06-30 | $807,268 | 5,731 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $665,018 | 5,700 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $575,922 | 4,581 | Shares | Other | 2025-01-16 | |
| 2024-09-30 | $477,523 | 4,581 | Shares | Other | 2024-10-10 | |
| 2024-06-30 | $451,252 | 4,643 | Shares | Other | 2024-07-12 | |
| 2024-03-31 | $219,015 | 2,326 | Shares | Sole | 2024-04-12 | |
| 2023-12-31 | $200,674 | 2,152 | Shares | Sole | 2024-01-10 | |
| No filing history on record for this holder in this stock. | ||||||