Sippican Capital Advisors

Position in MS — Morgan Stanley

CIK 1557406 BOSTON, MA

Position in MS

as of Jun 30, 2026 · filed Jul 22, 2026 Compact

Position Value

$1,169,160

+$248,720 QoQ

Shares Held

5,593

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

1.61%

of 13F equity value

Holder Rank

#1,311

of 2,723 holders

Holding Since

Mar 2021

22 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Sippican Capital Advisors holds $1,169,160 across 1 Capital Markets name. MS ranks #1 (100.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	MS	Morgan Stanley This page	5,593	$1,169,160

22 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,169,160	5,593	0.0%	Shares	Sole	2026-07-22
2026-03-31	$920,440	5,593	0.0%	Shares	Sole	2026-04-23
2025-12-31	$992,925	5,593	-0.9%	Shares	Sole	2026-01-23
2025-09-30	$897,329	5,645	0.0%	Shares	Sole	2025-10-27
2025-06-30	$795,154	5,645	-2.6%	Shares	Sole	2025-07-25
2025-03-31	$676,102	5,795	-2.6%	Shares	Sole	2025-04-28
2024-12-31	$748,034	5,950	-1.7%	Shares	Sole	2025-01-23
2024-09-30	$630,652	6,050	-5.9%	Shares	Sole	2024-10-28
2024-06-30	$624,834	6,429	0.0%	Shares	Sole	2024-08-06
2024-03-31	$605,354	6,429	0.0%	Shares	Sole	2024-05-02
2023-12-31	$599,504	6,429	+6.2%	Shares	Sole	2024-01-30
2023-09-30	$494,185	6,051	0.0%	Shares	Sole	2023-10-24
2023-06-30	$516,755	6,051	-3.5%	Shares	Sole	2023-08-15
2023-03-31	$550,769	6,273	0.0%	Shares	Sole	2023-07-14
2022-12-31	$533,330	6,273	+12.5%	Shares	Sole	2023-01-26
2022-09-30	$440,717	5,578	0.0%	Shares	Sole	2022-10-17
2022-06-30	$424,262	5,578	-6.7%	Shares	Sole	2022-07-19
2022-03-31	$522,477	5,978	-5.0%	Shares	Sole	2022-04-20
2021-12-31	$617,426	6,290	0.0%	Shares	Sole	2022-01-19
2021-09-30	$612,079	6,290	-1.2%	Shares	Sole	2021-10-20
2021-06-30	$583,698	6,366	0.0%	Shares	Sole	2021-07-22
2021-03-31	$494,383	6,366	—	Shares	Sole	2021-04-15
No filing history on record for this holder in this stock.