BTC Capital Management, Inc.

Position in MS — Morgan Stanley

CIK 1611848 DES MOINES, IA

Position in MS

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

Position Value

$16,944,781

+$68,788 QoQ

Shares Held

81,060

-21.0% QoQ

Ownership

0.005%

of shares outstanding

% of Portfolio

1.46%

of 13F equity value

Holder Rank

#455

of 2,723 holders

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 18% Shared 0% None 82%

Financial Services · as of Jun 30, 2026

BTC Capital Management, Inc. holds $27,530,505 across 3 Capital Markets names. MS ranks #1 (61.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MS	Morgan Stanley This page	81,060	$16,944,781
2	GS	Goldman Sachs Group Inc	9,262	$9,367,308
3	SNEX	StoneX Group Inc.	15,423	$1,218,416

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$16,944,781	81,060	-21.0%	Shares	Defined	2026-07-16
2026-03-31	$16,875,993	102,546	-4.1%	Shares	Defined	2026-04-20
2025-12-31	$18,986,831	106,950	-3.7%	Shares	Sole	2026-01-15
2025-09-30	$17,658,388	111,087	+1.9%	Shares	Defined	2025-11-06
2025-06-30	$15,358,105	109,031	-0.3%	Shares	Sole	2025-07-11
2025-03-31	$12,756,579	109,339	+8.1%	Shares	Sole	2025-04-08
2024-12-31	$12,711,171	101,107	-5.3%	Shares	Sole	2025-01-23
2024-09-30	$11,134,082	106,812	-2.3%	Shares	Sole	2024-10-21
2024-06-30	$10,623,741	109,309	-5.3%	Shares	Defined	2024-07-19
2024-03-31	$10,868,510	115,426	+8.0%	Shares	Defined	2024-04-11
2023-09-30	$8,732,236	106,921	+0.7%	Shares	Defined	2023-10-17
2023-06-30	$9,066,319	106,163	-2.9%	Shares	Sole	2023-07-11
2023-03-31	$9,600,138	109,341	-12.4%	Shares	Sole	2023-04-07
2022-12-31	$10,617,042	124,877	+3.4%	Shares	Sole	2023-01-27
2022-09-30	$9,537,611	120,714	+1.8%	Shares	Sole	2022-10-17
2022-06-30	$9,017,977	118,564	+2.2%	Shares	Defined	2022-08-08
2022-03-31	$10,136,651	115,980	-4.7%	Shares	Defined	2022-05-06
2021-12-31	$11,951,273	121,753	+0.1%	Shares	Defined	2022-02-09
2021-09-30	$11,840,387	121,677	-10.3%	Shares	Defined	2021-11-15
2021-06-30	$12,439,489	135,669	-9.3%	Shares	Defined	2021-08-02
2021-03-31	$11,611,877	149,522	+1.0%	Shares	Sole	2021-05-04
2020-12-31	$10,146,138	148,054	-2.7%	Shares	Defined	2021-01-28
2020-09-30	$7,358,481	152,192	-1.8%	Shares	Defined	2020-10-14
2020-06-30	$7,488,044	155,032	+23.1%	Shares	Sole	2020-08-04
2020-03-31	$4,283,422	125,983	—	Shares	Sole	2020-05-06
No filing history on record for this holder in this stock.