TCTC Holdings, LLC

Position in MS — Morgan Stanley

CIK 1483870 DALLAS, TX

Position in MS

as of Jun 30, 2026 · filed Aug 11, 2026 Compact

Position Value

$4,563,552

+$982,180 QoQ

Shares Held

21,831

+0.3% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.13%

of 13F equity value

Holder Rank

#775

of 2,721 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

TCTC Holdings, LLC holds $23,453,483 across 3 Capital Markets names. MS ranks #2 (19.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SCHW	Schwab Charles Corp	183,241	$16,907,646
2	MS	Morgan Stanley This page	21,831	$4,563,552
3	GS	Goldman Sachs Group Inc	1,960	$1,982,285

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$4,563,552	21,831	+0.3%	Shares	Sole	2026-08-11
2026-03-31	$3,581,372	21,762	0.0%	Shares	Sole	2026-05-07
2025-12-31	$3,863,407	21,762	0.0%	Shares	Sole	2026-02-12
2025-09-30	$3,459,287	21,762	-0.2%	Shares	Sole	2025-11-07
2025-06-30	$3,072,438	21,812	-0.2%	Shares	Defined	2025-08-12
2025-03-31	$2,550,639	21,862	+2.1%	Shares	Defined	2025-05-07
2024-12-31	$2,691,665	21,410	+2.6%	Shares	Defined	2025-02-10
2024-09-30	$2,176,010	20,875	-10.7%	Shares	Defined	2024-11-01
2024-06-30	$2,271,524	23,372	0.0%	Shares	Defined	2024-08-06
2024-03-31	$2,200,707	23,372	-0.7%	Shares	Defined	2024-05-09
2023-12-31	$2,195,757	23,547	+1.6%	Shares	Defined	2024-02-09
2023-09-30	$1,893,682	23,187	0.0%	Shares	Defined	2023-11-13
2023-06-30	$1,980,169	23,187	0.0%	Shares	Defined	2023-08-10
2023-03-31	$2,035,818	23,187	+0.4%	Shares	Defined	2023-05-12
2022-12-31	$1,963,111	23,090	0.0%	Shares	Defined	2023-02-10
2022-09-30	$1,824,340	23,090	0.0%	Shares	Defined	2022-11-10
2022-06-30	$1,756,224	23,090	0.0%	Shares	Defined	2022-08-11
2022-03-31	$2,018,066	23,090	0.0%	Shares	Defined	2022-05-11
2021-12-31	$2,266,514	23,090	0.0%	Shares	Defined	2022-02-09
2021-09-30	$2,246,887	23,090	+11.1%	Shares	Defined	2021-11-04
2021-06-30	$1,904,859	20,775	0.0%	Shares	Sole	2021-08-11
2021-03-31	$1,613,386	20,775	0.0%	Shares	Sole	2021-05-12
2020-12-31	$1,423,710	20,775	0.0%	Shares	Sole	2021-02-10
2020-09-30	$1,004,471	20,775	0.0%	Shares	Sole	2020-11-12
2020-06-30	$1,003,432	20,775	0.0%	Shares	Sole	2020-08-12
2020-03-31	$706,350	20,775	—	Shares	Sole	2020-05-12
No filing history on record for this holder in this stock.