Somerset Trust Co

Bank

Position in MS — Morgan Stanley

CIK 1597099 SOMERSET, PA

Position in MS

as of Jun 30, 2026 · filed Jul 6, 2026 Compact

Position Value

$3,588,170

+$817,142 QoQ

Shares Held

17,165

+1.9% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

1.11%

of 13F equity value

Holder Rank

#239

of 1,023 holders

Holding Since

Mar 2021

22 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Somerset Trust Co holds $4,037,062 across 3 Capital Markets names. MS ranks #1 (88.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MS	Morgan Stanley This page	17,165	$3,588,170
2	GS	Goldman Sachs Group Inc	325	$328,695
3	ABTC	American Bitcoin Corp.	11,765	$120,197

22 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,588,170	17,165	+1.9%	Shares	Other	2026-07-06
2026-03-31	$2,771,028	16,838	+1.1%	Shares	Other	2026-04-02
2025-12-31	$2,956,938	16,656	+1.2%	Shares	Other	2026-01-09
2025-09-30	$2,616,481	16,460	+1.0%	Shares	Other	2025-10-14
2025-06-30	$2,295,876	16,299	+1.0%	Shares	Other	2025-07-07
2025-03-31	$1,881,886	16,130	+4.6%	Shares	Other	2025-04-08
2024-12-31	$1,938,853	15,422	+3.4%	Shares	Other	2025-01-15
2024-09-30	$1,555,156	14,919	-0.7%	Shares	Other	2024-10-08
2024-06-30	$1,460,570	15,028	+1.3%	Shares	Other	2024-07-09
2024-03-31	$1,397,051	14,837	+3.3%	Shares	Sole	2024-04-05
2023-12-31	$1,339,256	14,362	-2.5%	Shares	Sole	2024-01-08
2023-09-30	$1,202,426	14,723	+0.1%	Shares	Sole	2023-10-17
2023-06-30	$1,255,465	14,701	-2.9%	Shares	Sole	2023-07-07
2023-03-31	$1,329,467	15,142	-1.5%	Shares	Sole	2023-04-05
2022-12-31	$1,307,352	15,377	+1.3%	Shares	Other	2023-01-03
2022-09-30	$1,199,529	15,182	+2.5%	Shares	Other	2022-10-03
2022-06-30	$1,126,752	14,814	+3.4%	Shares	Sole	2022-07-06
2022-03-31	$1,251,655	14,321	+0.6%	Shares	Sole	2022-04-05
2021-12-31	$1,396,914	14,231	+2.1%	Shares	Sole	2022-01-07
2021-09-30	$1,355,722	13,932	+7.9%	Shares	Sole	2021-10-07
2021-06-30	$1,184,359	12,917	+0.6%	Shares	Sole	2021-07-06
2021-03-31	$997,619	12,846	—	Shares	Sole	2021-04-07
No filing history on record for this holder in this stock.