MITCHELL MCLEOD PUGH & WILLIAMS INC

Position in MS — Morgan Stanley

CIK 1632105 MOBILE, AL

Position in MS

as of Jun 30, 2026 · filed Aug 11, 2026 Compact

Position Value

$2,592,932

+$914,977 QoQ

Shares Held

12,404

+21.7% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.49%

of 13F equity value

Holder Rank

#984

of 2,723 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

MITCHELL MCLEOD PUGH & WILLIAMS INC holds $5,272,376 across 5 Capital Markets names. MS ranks #1 (49.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MS	Morgan Stanley This page	12,404	$2,592,932
2	GS	Goldman Sachs Group Inc	1,713	$1,732,476
3	IBKR	Interactive Brokers Group, Inc.	4,622	$402,298
4	SCHW	Schwab Charles Corp	3,018	$278,470
5	BMNR	Bitmine Immersion Technologies, Inc.	20,000	$266,200

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,592,932	12,404	+21.7%	Shares	Sole	2026-08-11
2026-03-31	$1,677,955	10,196	+2.1%	Shares	Sole	2026-04-24
2025-12-31	$1,772,992	9,987	+0.1%	Shares	Sole	2026-02-11
2025-09-30	$1,586,102	9,978	+1.2%	Shares	Sole	2025-10-30
2025-06-30	$1,388,175	9,855	-2.5%	Shares	Sole	2025-07-28
2025-03-31	$1,178,950	10,105	-1.5%	Shares	Sole	2025-05-01
2024-12-31	$1,289,384	10,256	-0.4%	Shares	Sole	2025-01-16
2024-09-30	$1,073,046	10,294	-2.2%	Shares	Sole	2024-11-04
2024-06-30	$1,023,410	10,530	+0.1%	Shares	Sole	2024-07-31
2024-03-31	$990,845	10,523	+0.1%	Shares	Sole	2024-05-01
2023-12-31	$980,523	10,515	+3.6%	Shares	Sole	2024-02-05
2023-09-30	$828,705	10,147	+7.9%	Shares	Sole	2023-10-20
2023-06-30	$803,272	9,406	-0.3%	Shares	Sole	2023-08-08
2023-03-31	$828,129	9,432	-5.2%	Shares	Sole	2023-05-10
2022-12-31	$845,778	9,948	+1.5%	Shares	Sole	2023-02-03
2022-09-30	$774,693	9,805	-1.5%	Shares	Sole	2022-11-07
2022-06-30	$757,101	9,954	-2.0%	Shares	Sole	2022-11-18
2022-03-31	$887,459	10,154	+1.7%	Shares	Sole	2022-04-26
2021-12-31	$980,225	9,986	-0.2%	Shares	Sole	2022-02-02
2021-09-30	$973,975	10,009	-11.1%	Shares	Sole	2021-11-08
2021-06-30	$1,032,337	11,259	0.0%	Shares	Sole	2021-11-08
2021-03-31	$874,373	11,259	-14.4%	Shares	Sole	2021-05-12
2020-12-31	$901,786	13,159	-4.5%	Shares	Sole	2021-02-08
2020-09-30	$666,553	13,786	0.0%	Shares	Sole	2020-10-27
2020-06-30	$665,863	13,786	0.0%	Shares	Sole	2020-07-17
2020-03-31	$468,724	13,786	—	Shares	Sole	2020-04-08
No filing history on record for this holder in this stock.