Position in MS
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$403,029
+$89,524 QoQ
Shares Held
1,928
+1.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#1,942
of 2,723 holders
Holding Since
Mar 2020
15 quarters on record
Common Shares in MS Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026Gemmer Asset Management LLC holds $1,023,576 across 3 Capital Markets names. MS ranks #1 (39.4% of the industry book) .
All Filings in MS
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $403,029 | 1,928 | Shares | Other | 2026-07-15 | |
| 2026-03-31 | $313,505 | 1,905 | Shares | Other | 2026-04-23 | |
| 2025-12-31 | $336,596 | 1,896 | Shares | Other | 2026-01-23 | |
| 2025-09-30 | $301,388 | 1,896 | Shares | Other | 2025-10-15 | |
| 2025-06-30 | $267,211 | 1,897 | Shares | Other | 2025-07-22 | |
| 2025-03-31 | $220,272 | 1,888 | Shares | Other | 2025-04-14 | |
| 2022-03-31 | $53,226 | 609 | Shares | Other | 2022-04-20 | |
| 2021-12-31 | $76,957 | 784 | Shares | Other | 2022-01-21 | |
| 2021-09-30 | $76,291 | 784 | Shares | Other | 2021-10-19 | |
| 2021-06-30 | $71,884 | 784 | Shares | Other | 2021-07-23 | |
| 2021-03-31 | $58,322 | 751 | Shares | Other | 2021-04-20 | |
| 2020-12-31 | $41,803 | 610 | Shares | Other | 2021-01-28 | |
| 2020-09-30 | $29,493 | 610 | Shares | Other | 2020-10-21 | |
| 2020-06-30 | $29,463 | 610 | Shares | Other | 2020-07-31 | |
| 2020-03-31 | $20,740 | 610 | Shares | Other | 2020-05-01 | |
| No filing history on record for this holder in this stock. | ||||||