Telos Capital Management, Inc.

Position in MS — Morgan Stanley

CIK 1567889 SAN DIEGO, CA

Position in MS

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

Position Value

$26,445,023

+$4,907,254 QoQ

Shares Held

126,507

-3.3% QoQ

Ownership

0.008%

of shares outstanding

% of Portfolio

3.06%

of 13F equity value

Holder Rank

#378

of 2,723 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Telos Capital Management, Inc. holds $35,298,262 across 3 Capital Markets names. MS ranks #1 (74.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MS	Morgan Stanley This page	126,507	$26,445,023
2	GS	Goldman Sachs Group Inc	8,374	$8,469,212
3	SCHW	Schwab Charles Corp	4,162	$384,027

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$26,445,023	126,507	-3.3%	Shares	Sole	2026-07-22
2026-03-31	$21,537,769	130,873	-1.7%	Shares	Sole	2026-04-17
2025-12-31	$23,636,166	133,139	-5.7%	Shares	Sole	2026-01-22
2025-09-30	$22,450,397	141,233	-1.5%	Shares	Sole	2025-11-04
2025-06-30	$20,195,379	143,372	-0.5%	Shares	Sole	2025-08-05
2025-03-31	$16,805,846	144,046	-0.8%	Shares	Sole	2025-04-30
2024-12-31	$18,260,955	145,251	-4.9%	Shares	Sole	2025-01-27
2024-09-30	$15,921,617	152,740	+1.6%	Shares	Sole	2024-10-21
2024-06-30	$14,614,168	150,367	+0.7%	Shares	Sole	2024-08-01
2024-03-31	$14,053,568	149,252	+5.7%	Shares	Sole	2024-04-25
2023-12-31	$13,162,517	141,153	+3.3%	Shares	Sole	2024-01-31
2023-09-30	$11,164,779	136,706	+4.7%	Shares	Sole	2023-11-01
2023-06-30	$11,146,151	130,517	+0.5%	Shares	Sole	2023-07-21
2023-03-31	$11,406,098	129,910	-3.8%	Shares	Sole	2023-04-27
2022-12-31	$11,479,060	135,016	+3.8%	Shares	Sole	2023-01-27
2022-09-30	$10,272,564	130,016	+0.2%	Shares	Sole	2022-10-31
2022-06-30	$9,874,033	129,819	-0.1%	Shares	Sole	2022-08-08
2022-03-31	$11,354,396	129,913	-1.8%	Shares	Sole	2022-05-02
2021-12-31	$12,984,310	132,277	+1.6%	Shares	Sole	2022-01-21
2021-09-30	$12,666,842	130,170	+1.7%	Shares	Sole	2021-10-19
2021-06-30	$11,732,102	127,954	+10.8%	Shares	Sole	2021-07-15
2021-03-31	$8,968,720	115,487	-4.0%	Shares	Sole	2021-04-28
2020-12-31	$8,245,392	120,318	+9.6%	Shares	Sole	2021-02-02
2020-09-30	$5,308,056	109,784	+4.6%	Shares	Sole	2020-10-27
2020-06-30	$5,069,857	104,966	+4.2%	Shares	Sole	2020-07-23
2020-03-31	$3,423,970	100,705	—	Shares	Sole	2020-05-01
No filing history on record for this holder in this stock.