Cohen Klingenstein LLC

Position in MS — Morgan Stanley

CIK 1453620 NEW YORK, NY

Position in MS

as of Jun 30, 2026 · filed Jul 15, 2026 Compact

Position Value

$4,557,072

+$969,446 QoQ

Shares Held

21,800

0.0% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.16%

of 13F equity value

Holder Rank

#778

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

Cohen Klingenstein LLC holds $8,535,712 across 3 Capital Markets names. MS ranks #1 (53.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MS	Morgan Stanley This page	21,800	$4,557,072
2	GS	Goldman Sachs Group Inc	3,600	$3,640,932
3	SCHW	Schwab Charles Corp	3,660	$337,708

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$4,557,072	21,800	0.0%	Shares	Sole	2026-07-15
2026-03-31	$3,587,626	21,800	0.0%	Shares	Sole	2026-04-15
2025-12-31	$3,870,154	21,800	0.0%	Shares	Sole	2026-01-20
2025-09-30	$3,465,328	21,800	0.0%	Shares	Sole	2025-10-16
2025-06-30	$3,070,748	21,800	0.0%	Shares	Sole	2025-07-18
2025-03-31	$2,543,406	21,800	0.0%	Shares	Sole	2025-04-15
2024-12-31	$2,740,696	21,800	0.0%	Shares	Sole	2025-01-15
2024-09-30	$2,272,432	21,800	0.0%	Shares	Sole	2024-10-16
2024-06-30	$2,118,742	21,800	0.0%	Shares	Sole	2024-07-15
2024-03-31	$2,052,688	21,800	0.0%	Shares	Sole	2024-04-12
2023-12-31	$2,032,850	21,800	0.0%	Shares	Sole	2024-01-16
2023-09-30	$1,780,406	21,800	0.0%	Shares	Sole	2023-10-13
2023-06-30	$1,861,720	21,800	0.0%	Shares	Sole	2023-07-14
2023-03-31	$1,914,040	21,800	0.0%	Shares	Sole	2023-04-14
2022-12-31	$1,853,436	21,800	0.0%	Shares	Sole	2023-01-13
2022-09-30	$1,722,418	21,800	0.0%	Shares	Sole	2022-10-12
2022-06-30	$1,658,108	21,800	-30.6%	Shares	Sole	2022-07-15
2022-03-31	$2,744,360	31,400	0.0%	Shares	Sole	2022-04-14
2021-12-31	$3,082,224	31,400	0.0%	Shares	Sole	2022-01-14
2021-09-30	$3,055,534	31,400	0.0%	Shares	Sole	2021-10-15
2021-06-30	$2,879,066	31,400	0.0%	Shares	Sole	2021-07-16
2021-03-31	$2,438,524	31,400	0.0%	Shares	Sole	2021-04-15
2020-12-31	$2,151,842	31,400	0.0%	Shares	Sole	2021-01-25
2020-09-30	$1,518,190	31,400	0.0%	Shares	Sole	2020-10-19
2020-06-30	$1,516,620	31,400	0.0%	Shares	Sole	2020-07-15
2020-03-31	$1,067,600	31,400	—	Shares	Sole	2020-04-15
No filing history on record for this holder in this stock.