Plancorp, LLC

Position in MS — Morgan Stanley

CIK 1599579 SAINT LOUIS, MO

Position in MS

as of Jun 30, 2026 · filed Jul 14, 2026 Compact

Position Value

$623,357

+$149,890 QoQ

Shares Held

2,982

+3.6% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.14%

of 13F equity value

Holder Rank

#1,664

of 2,722 holders

Holding Since

Jun 2020

13 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Plancorp, LLC holds $3,163,301 across 4 Capital Markets names. MS ranks #3 (19.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GS	Goldman Sachs Group Inc	1,317	$1,331,974
2	SF	Stifel Financial Corp	13,731	$958,011
3	MS	Morgan Stanley This page	2,982	$623,357
4	SCHW	Schwab Charles Corp	2,709	$249,959

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$623,357	2,982	+3.6%	Shares	Sole	2026-07-14
2026-03-31	$473,467	2,877	-0.1%	Shares	Sole	2026-04-14
2025-12-31	$511,463	2,881	+0.8%	Shares	Sole	2026-02-05
2025-09-30	$454,307	2,858	+2.0%	Shares	Sole	2025-10-15
2025-06-30	$394,689	2,802	+1.4%	Shares	Sole	2025-07-16
2025-03-31	$322,242	2,762	+8.0%	Shares	Sole	2025-05-15
2024-12-31	$321,466	2,557	+5.9%	Shares	Sole	2025-02-11
2024-09-30	$251,635	2,414	+1.5%	Shares	Sole	2024-11-12
2024-06-30	$231,215	2,379	+1.2%	Shares	Sole	2024-08-09
2024-03-31	$221,276	2,350	+4.6%	Shares	Sole	2024-05-15
2023-12-31	$209,532	2,247	-62.2%	Shares	Sole	2024-02-09
2020-09-30	$287,102	5,938	+0.6%	Shares	Sole	2020-11-16
2020-06-30	$285,066	5,902	—	Shares	Sole	2020-08-11
No filing history on record for this holder in this stock.