Position in MS
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$45,011,537
+$10,662,323 QoQ
Shares Held
215,325
+3.2% QoQ
Ownership
0.014%
of shares outstanding
% of Portfolio
0.35%
of 13F equity value
Holder Rank
#284
of 2,722 holders
Holding Since
Jun 2021
18 quarters on record
Voting authority
Sole 81%
Shared 0%
None 19%
Common Shares in MS Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026Boston Trust Walden Corp holds $118,338,715 across 6 Capital Markets names. MS ranks #1 (38.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
This page
|
215,325 | $45,011,537 | |
| 2 | EVR |
Evercore Inc.
|
115,831 | $39,549,335 | |
| 3 | PIPR |
Piper Sandler Companies
|
437,008 | $31,613,158 | |
| 4 | GS |
Goldman Sachs Group Inc
|
1,184 | $1,197,462 | |
| 5 | SCHW |
Schwab Charles Corp
|
6,420 | $592,373 | |
| 6 | JEF |
Jefferies Financial Group Inc.
|
7,500 | $374,850 |
All Filings in MS
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $45,011,537 | 215,325 | Shares | Defined | 2026-07-24 | |
| 2026-03-31 | $34,349,214 | 208,721 | Shares | Defined | 2026-04-24 | |
| 2025-12-31 | $38,409,147 | 216,353 | Shares | Defined | 2026-01-28 | |
| 2025-09-30 | $28,453,522 | 178,998 | Shares | Defined | 2025-10-17 | |
| 2025-06-30 | $20,880,100 | 148,233 | Shares | Defined | 2025-07-28 | |
| 2025-03-31 | $282,691 | 2,423 | Shares | Defined | 2025-04-21 | |
| 2024-12-31 | $304,619 | 2,423 | Shares | Defined | 2025-01-24 | |
| 2024-09-30 | $252,573 | 2,423 | Shares | Defined | 2024-10-24 | |
| 2024-06-30 | $235,491 | 2,423 | Shares | Defined | 2024-07-19 | |
| 2024-03-31 | $228,149 | 2,423 | Shares | Defined | 2024-04-22 | |
| 2023-12-31 | $225,944 | 2,423 | Shares | Defined | 2024-01-24 | |
| 2023-06-30 | $206,924 | 2,423 | Shares | Defined | 2023-07-24 | |
| 2023-03-31 | $212,739 | 2,423 | Shares | Defined | 2023-04-19 | |
| 2022-12-31 | $206,003 | 2,423 | Shares | Defined | 2023-01-20 | |
| 2022-03-31 | $211,770 | 2,423 | Shares | Defined | 2022-04-20 | |
| 2021-12-31 | $237,841 | 2,423 | Shares | Defined | 2022-01-21 | |
| 2021-09-30 | $235,782 | 2,423 | Shares | Defined | 2021-10-25 | |
| 2021-06-30 | $222,164 | 2,423 | Shares | Defined | 2021-07-22 | |
| No filing history on record for this holder in this stock. | ||||||