Position in MS
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$2,341,457
-$1,147,920 QoQ
Shares Held
11,201
-47.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.37%
of 13F equity value
Holder Rank
#1,016
of 2,721 holders
Holding Since
Jun 2023
13 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in MS Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026True North Advisors, LLC holds $2,854,221 across 2 Capital Markets names. MS ranks #1 (82.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
This page
|
11,201 | $2,341,457 | |
| 2 | GS |
Goldman Sachs Group Inc
|
507 | $512,764 |
All Filings in MS
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,341,457 | 11,201 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $3,489,377 | 21,203 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $3,823,641 | 21,538 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $3,365,183 | 21,170 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $3,151,179 | 22,371 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $2,849,431 | 24,423 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $3,594,963 | 28,595 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $264,769 | 2,540 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $246,862 | 2,540 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $267,791 | 2,844 | Shares | Sole | 2024-04-12 | |
| 2023-12-31 | $254,292 | 2,727 | Shares | Sole | 2024-01-22 | |
| 2023-09-30 | $221,244 | 2,709 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $300,778 | 3,522 | Shares | Sole | 2023-08-10 | |
| No filing history on record for this holder in this stock. | ||||||