TOBAM

Position in MS — Morgan Stanley

CIK 1527488 PARIS, I0

Position in MS

as of Jun 30, 2026 · filed Jul 31, 2026 Compact

Position Value

$289,102

+$69,895 QoQ

Shares Held

1,383

+3.8% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.07%

of 13F equity value

Holder Rank

#2,154

of 2,716 holders

Holding Since

Jun 2022

15 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

TOBAM holds $3,023,517 across 11 Capital Markets names. MS ranks #3 (9.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	LPLA	LPL Financial Holdings Inc.	5,013	$1,412,061
2	GS	Goldman Sachs Group Inc	320	$323,638
3	MS	Morgan Stanley This page	1,383	$289,102
4	MARA	MARA Holdings, Inc.	20,129	$279,591
5	FIGR	Figure Technology Solutions, Inc.	6,268	$192,490
6	CLSK	Cleanspark, Inc.	11,946	$173,814
7	HUT	Hut 8 Corp.	1,067	$123,179
8	NAKA	Nakamoto Inc.	25,481	$100,649

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$289,102	1,383	+3.8%	Shares	Sole	2026-07-31
2026-03-31	$219,207	1,332	+92.2%	Shares	Sole	2026-05-12
2025-12-31	$123,028	693	+43.2%	Shares	Sole	2026-03-02
2025-09-30	$76,936	484	+57.1%	Shares	Sole	2025-11-07
2025-06-30	$43,384	308	-44.6%	Shares	Sole	2025-08-08
2024-12-31	$69,900	556	-27.2%	Shares	Sole	2025-01-28
2024-09-30	$79,639	764	-42.8%	Shares	Sole	2024-10-09
2024-06-30	$129,748	1,335	+85.9%	Shares	Sole	2024-08-01
2024-03-31	$67,606	718	-33.1%	Shares	Sole	2024-05-02
2023-12-31	$100,150	1,074	0.0%	Shares	Sole	2024-01-26
2023-09-30	$87,713	1,074	0.0%	Shares	Sole	2023-10-31
2023-06-30	$91,719	1,074	+68.6%	Shares	Sole	2023-07-31
2023-03-31	$55,928	637	-49.7%	Shares	Sole	2023-05-03
2022-09-30	$100,105	1,267	-71.3%	Shares	Sole	2022-11-02
2022-06-30	$335,804	4,415	—	Shares	Sole	2022-08-02
No filing history on record for this holder in this stock.