Bollard Group LLC

Position in MS — Morgan Stanley

CIK 1556218 BOSTON, MA

Back to MS Full portfolio

Position in MS

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$53,532,426

+$12,805,137 QoQ

Shares Held

256,087

+3.5% QoQ

Ownership

0.016%

of shares outstanding

% of Portfolio

1.64%

of 13F equity value

Holder Rank

#267

of 2,723 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 66% None 34%

Common Shares in MS Over Time

Shares Held

Position Value (USD)

Position in Capital Markets

Financial Services · as of Jun 30, 2026

Bollard Group LLC holds $65,480,751 across 2 Capital Markets names. MS ranks #1 (81.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	MS	Morgan Stanley This page	256,087	$53,532,426
2	GS	Goldman Sachs Group Inc	11,814	$11,948,325

All Filings in MS

Export CSV

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$53,532,426	256,087	+3.5%	Shares	Defined	2026-08-12
2026-03-31	$40,727,289	247,477	+14.0%	Shares	Defined	2026-05-14
2025-12-31	$38,544,781	217,117	-16.3%	Shares	Defined	2026-02-13
2025-09-30	$41,238,039	259,424	+5.5%	Shares	Defined	2025-11-14
2025-06-30	$34,635,079	245,883	+12.1%	Shares	Defined	2025-08-13
2025-03-31	$25,590,397	219,340	+0.7%	Shares	Defined	2025-05-15
2024-12-31	$27,395,268	217,907	-16.8%	Shares	Defined	2025-02-14
2024-09-30	$27,312,130	262,012	+0.6%	Shares	Defined	2024-11-13
2024-06-30	$25,320,716	260,528	+1.8%	Shares	Defined	2024-08-14
2024-03-31	$24,093,095	255,874	+1.5%	Shares	Defined	2024-05-13
2023-12-31	$23,518,302	252,207	-4.7%	Shares	Defined	2024-02-13
2023-09-30	$21,614,455	264,656	-3.4%	Shares	Defined	2023-11-14
2023-06-30	$23,388,327	273,868	+0.7%	Shares	Defined	2023-08-14
2023-03-31	$23,870,449	271,873	+0.7%	Shares	Defined	2023-05-12
2022-12-31	$22,948,173	269,915	-0.3%	Shares	Defined	2023-02-10
2022-09-30	$21,397,409	270,819	+0.8%	Shares	Defined	2022-11-09
2022-06-30	$20,436,257	268,686	+0.8%	Shares	Defined	2022-08-12
2022-03-31	$23,294,285	266,525	-1.4%	Shares	Defined	2022-05-12
2021-12-31	$26,544,132	270,417	+0.3%	Shares	Defined	2022-02-11
2021-09-30	$26,240,030	269,654	+4.9%	Shares	Defined	2021-11-12
2021-06-30	$23,575,332	257,120	+3.6%	Shares	Defined	2021-08-12
2021-03-31	$19,276,454	248,216	+0.3%	Shares	Defined	2021-05-11
2020-12-31	$16,954,116	247,397	-1.7%	Shares	Defined	2021-02-04
2020-09-30	$12,174,433	251,798	+0.5%	Shares	Defined	2020-11-12
2020-06-30	$12,105,429	250,630	-13.2%	Shares	Defined	2020-08-13
2020-03-31	$9,811,822	288,583	—	Shares	Defined	2020-05-14
No filing history on record for this holder in this stock.