CHICAGO TRUST Co NA

Bank

Position in MS — Morgan Stanley

CIK 1601539 GRAYSLAKE, IL

Position in MS

as of Jun 30, 2026 · filed Jul 16, 2026 Compact

Position Value

$326,520

+$118,833 QoQ

Shares Held

1,562

+23.8% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.06%

of 13F equity value

Holder Rank

#1,093

of 1,506 holders

Holding Since

Mar 2021

19 quarters on record

Voting authority Sole 71% Shared 19% None 10%

Financial Services · as of Jun 30, 2026

CHICAGO TRUST Co NA holds $1,925,806 across 3 Capital Markets names. MS ranks #3 (17.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GS	Goldman Sachs Group Inc	1,033	$1,044,744
2	DSEEY	Daiwa Securities Group Inc.	55,789	$554,542
3	MS	Morgan Stanley This page	1,562	$326,520

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$326,520	1,562	+23.8%	Shares	Sole	2026-07-16
2026-03-31	$207,687	1,262	-0.8%	Shares	Sole	2026-04-24
2025-12-31	$225,818	1,272	-12.2%	Shares	Sole	2026-02-17
2025-09-30	$230,174	1,448	+0.7%	Shares	Sole	2025-10-10
2025-06-30	$202,556	1,438	-33.4%	Shares	Sole	2025-07-14
2025-03-31	$251,890	2,159	-2.0%	Shares	Sole	2025-04-14
2024-12-31	$276,961	2,203	-6.0%	Shares	Sole	2025-01-13
2024-09-30	$244,338	2,344	-1.8%	Shares	Sole	2024-10-10
2024-06-30	$232,089	2,388	-9.8%	Shares	Sole	2024-07-11
2023-06-30	$225,967	2,646	+7.8%	Shares	Sole	2023-07-19
2023-03-31	$215,461	2,454	-2.5%	Shares	Sole	2023-04-11
2022-12-31	$214	2,516	-5.1%	Shares	Sole	2023-01-12
2022-09-30	$209,455	2,651	-0.9%	Shares	Sole	2022-10-13
2022-06-30	$203,535	2,676	+13.1%	Shares	Sole	2022-08-03
2022-03-31	$206,787	2,366	-1.4%	Shares	Sole	2022-04-12
2021-12-31	$235,583	2,400	-23.4%	Shares	Sole	2022-01-18
2021-09-30	$305,066	3,135	0.0%	Shares	Sole	2021-10-13
2021-06-30	$287,447	3,135	-12.6%	Shares	Sole	2021-07-21
2021-03-31	$278,488	3,586	—	Shares	Sole	2021-04-12
No filing history on record for this holder in this stock.