Position in MS
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$21,352,390
+$4,008,358 QoQ
Shares Held
102,145
-3.1% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
2.20%
of 13F equity value
Holder Rank
#412
of 2,722 holders
Holding Since
Dec 2023
11 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, 2026NIXON PEABODY TRUST CO holds $21,629,505 across 2 Capital Markets names. MS ranks #1 (98.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
This page
|
102,145 | $21,352,390 | |
| 2 | GS |
Goldman Sachs Group Inc
|
274 | $277,115 |
All Filings in MS
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $21,352,390 | 102,145 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $17,344,032 | 105,390 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $19,831,521 | 111,708 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $18,603,088 | 117,030 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $16,480,479 | 116,999 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $13,730,425 | 117,686 | Shares | Sole | 2025-04-10 | |
| 2024-12-31 | $14,820,376 | 117,884 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $12,058,900 | 115,684 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $11,168,686 | 114,916 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $10,919,264 | 115,965 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $10,244,724 | 109,863 | Shares | Sole | 2024-02-09 | |
| No filing history on record for this holder in this stock. | ||||||