Position in MS
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$714,916
+$152,087 QoQ
Shares Held
3,420
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.47%
of 13F equity value
Holder Rank
#1,592
of 2,723 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in MS Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026Community Bank of Raymore holds $714,916 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
|
3,420 | $714,916 |
All Filings in MS
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $714,916 | 3,420 | Shares | Other | 2026-07-28 | |
| 2026-03-31 | $562,829 | 3,420 | Shares | Other | 2026-04-17 | |
| 2025-12-31 | $607,152 | 3,420 | Shares | Other | 2026-01-23 | |
| 2025-09-30 | $543,643 | 3,420 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $481,741 | 3,420 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $399,011 | 3,420 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $429,962 | 3,420 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $356,500 | 3,420 | Shares | Other | 2024-10-16 | |
| 2024-06-30 | $332,389 | 3,420 | Shares | Other | 2024-07-16 | |
| 2024-03-31 | $2,536,670 | 26,940 | Shares | Other | 2024-04-12 | |
| 2023-12-31 | $2,512,155 | 26,940 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $2,200,189 | 26,940 | Shares | Sole | 2023-10-05 | |
| 2023-06-30 | $2,158,058 | 25,270 | Shares | Other | 2023-08-11 | |
| 2023-03-31 | $1,693,662 | 19,290 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $556,030 | 6,540 | Shares | Sole | 2023-01-24 | |
| 2022-09-30 | $516,725 | 6,540 | Shares | Other | 2022-10-18 | |
| 2022-06-30 | $497,432 | 6,540 | Shares | Other | 2022-08-03 | |
| 2022-03-31 | $571,596 | 6,540 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $641,966 | 6,540 | Shares | Other | 2022-02-09 | |
| 2021-09-30 | $636,407 | 6,540 | Shares | Other | 2021-10-29 | |
| 2021-06-30 | $599,651 | 6,540 | Shares | Other | 2021-08-04 | |
| 2021-03-31 | $507,896 | 6,540 | Shares | Other | 2021-05-10 | |
| 2020-12-31 | $448,185 | 6,540 | Shares | Sole | 2021-01-19 | |
| 2020-09-30 | $316,209 | 6,540 | Shares | Other | 2020-11-03 | |
| 2020-06-30 | $315,882 | 6,540 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $222,360 | 6,540 | Shares | Other | 2020-05-08 | |
| No filing history on record for this holder in this stock. | ||||||