Position in MS
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$11,086,645
+$1,365,331 QoQ
Shares Held
53,036
-10.2% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
2.58%
of 13F equity value
Holder Rank
#531
of 2,723 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in MS Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026Iowa State Bank holds $13,863,879 across 2 Capital Markets names. MS ranks #1 (80.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
This page
|
53,036 | $11,086,645 | |
| 2 | SCHW |
Schwab Charles Corp
|
30,099 | $2,777,234 |
All Filings in MS
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $11,086,645 | 53,036 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $9,721,314 | 59,071 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $10,581,143 | 59,602 | Shares | Sole | 2026-01-06 | |
| 2025-09-30 | $9,557,470 | 60,125 | Shares | Sole | 2025-10-03 | |
| 2025-06-30 | $8,879,814 | 63,040 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $7,531,048 | 64,550 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $7,992,271 | 63,572 | Shares | Sole | 2025-01-06 | |
| 2024-09-30 | $6,905,900 | 66,250 | Shares | Sole | 2024-10-09 | |
| 2024-06-30 | $6,387,326 | 65,720 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $6,065,316 | 64,415 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $5,863,280 | 62,877 | Shares | Sole | 2024-01-23 | |
| 2023-09-30 | $5,119,483 | 62,685 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $5,470,638 | 64,059 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $5,787,688 | 65,919 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $5,637,845 | 66,312 | Shares | Sole | 2023-01-06 | |
| 2022-09-30 | $5,095,117 | 64,487 | Shares | Sole | 2022-10-14 | |
| 2022-06-30 | $4,754,813 | 62,514 | Shares | Sole | 2022-08-05 | |
| 2022-03-31 | $5,447,729 | 62,331 | Shares | Sole | 2022-04-27 | |
| 2021-12-31 | $6,297,552 | 64,156 | Shares | Sole | 2022-02-02 | |
| 2021-09-30 | $6,022,126 | 61,886 | Shares | Sole | 2021-10-12 | |
| 2021-06-30 | $5,662,498 | 61,757 | Shares | Sole | 2021-08-03 | |
| 2021-03-31 | $4,826,879 | 62,154 | Shares | Sole | 2021-04-15 | |
| 2020-12-31 | $4,258,521 | 62,141 | Shares | Sole | 2021-02-04 | |
| 2020-09-30 | $2,086,399 | 43,152 | Shares | Sole | 2020-10-19 | |
| 2020-06-30 | $1,981,797 | 41,031 | Shares | Sole | 2020-07-16 | |
| 2020-03-31 | $1,040,060 | 30,590 | Shares | Sole | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||