Position in MS
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$2,984,046
+$585,439 QoQ
Shares Held
14,275
-2.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
1.46%
of 13F equity value
Holder Rank
#935
of 2,723 holders
Holding Since
Dec 2020
23 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in MS Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026Trust Investment Advisors holds $3,284,422 across 2 Capital Markets names. MS ranks #1 (90.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
This page
|
14,275 | $2,984,046 | |
| 2 | GS |
Goldman Sachs Group Inc
|
297 | $300,376 |
All Filings in MS
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23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,984,046 | 14,275 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $2,398,607 | 14,575 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $2,671,826 | 15,050 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $2,377,246 | 14,955 | Shares | Sole | 2025-11-24 | |
| 2025-06-30 | $2,088,249 | 14,825 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $1,846,536 | 15,827 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $1,933,196 | 15,377 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $1,721,627 | 16,516 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $1,607,328 | 16,538 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $1,559,195 | 16,559 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $1,595,321 | 17,108 | Shares | Sole | 2024-01-31 | |
| 2023-09-30 | $1,411,665 | 17,285 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $1,489,888 | 17,446 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $1,504,804 | 17,139 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $1,467,870 | 17,265 | Shares | Sole | 2023-02-28 | |
| 2022-09-30 | $1,377,144 | 17,430 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $1,326,714 | 17,443 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $1,533,782 | 17,549 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $1,711,714 | 17,438 | Shares | Sole | 2022-02-02 | |
| 2021-09-30 | $1,695,334 | 17,422 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $1,611,176 | 17,572 | Shares | Sole | 2021-07-23 | |
| 2021-03-31 | $1,421,022 | 18,298 | Shares | Sole | 2021-05-06 | |
| 2020-12-31 | $1,263,693 | 18,440 | Shares | Sole | 2021-02-05 | |
| No filing history on record for this holder in this stock. | ||||||