Position in MS
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$2,618,472
-$203,189 QoQ
Shares Held
15,911
+0.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.30%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 4%
Shared 0%
None 96%
Common Shares in MS Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Mar 31, 2026Parkside Financial Bank & Trust holds $6,674,832 across 32 Capital Markets names. MS ranks #1 (39.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
This page
|
15,911 | $2,618,472 | |
| 2 | GS |
Goldman Sachs Group Inc
|
2,366 | $2,001,611 | |
| 3 | SCHW |
Schwab Charles Corp
|
8,575 | $805,878 | |
| 4 | SF |
Stifel Financial Corp
|
5,292 | $391,184 | |
| 5 | SNEX |
StoneX Group Inc.
|
3,309 | $177,913 | |
| 6 | MC |
Moelis & Co
|
3,108 | $177,156 | |
| 7 | BGC |
BGC Group, Inc.
|
10,333 | $101,056 | |
| 8 | CRCL |
Circle Internet Group, Inc.
|
742 | $70,793 |
All Filings in MS
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,618,472 | 15,911 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $2,821,661 | 15,894 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $2,519,515 | 15,850 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $2,118,815 | 15,042 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $1,666,514 | 14,284 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $1,748,261 | 13,906 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $1,414,327 | 13,568 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $1,297,389 | 13,349 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $1,272,665 | 13,516 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $995,537 | 10,676 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $526,444 | 6,446 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $531,870 | 6,228 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $558,934 | 6,366 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $474,666 | 5,583 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $419,068 | 5,304 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $402,053 | 5,286 | Shares | Sole | 2022-07-13 | |
| 2022-03-31 | $469,425 | 5,371 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $519,757 | 5,295 | Shares | Defined | 2022-03-01 | |
| 2021-09-30 | $593,298 | 6,097 | Shares | Defined | 2021-10-29 | |
| 2021-06-30 | $579,847 | 6,324 | Shares | Defined | 2021-08-06 | |
| 2021-03-31 | $510,846 | 6,578 | Shares | Defined | 2021-05-10 | |
| 2020-12-31 | $481,971 | 7,033 | Shares | Defined | 2021-02-09 | |
| 2020-09-30 | $313,016 | 6,474 | Shares | Defined | 2020-11-06 | |
| 2020-06-30 | $454,067 | 9,401 | Shares | Defined | 2020-08-10 | |
| 2020-03-31 | $94,214 | 2,771 | Shares | Defined | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||