Position in MS
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$5,792,707
+$3,169,791 QoQ
Shares Held
27,711
+73.9% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.18%
of 13F equity value
Holder Rank
#698
of 2,723 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 99%
Shared 0%
None 1%
Common Shares in MS Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026Florida Trust Wealth Management Co holds $36,702,181 across 4 Capital Markets names. MS ranks #2 (15.8% of the industry book) .
All Filings in MS
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,792,707 | 27,711 | Shares | Defined | 2026-07-27 | |
| 2026-03-31 | $2,622,916 | 15,938 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $2,713,900 | 15,287 | Shares | Defined | 2026-01-20 | |
| 2025-09-30 | $2,229,254 | 14,024 | Shares | Defined | 2025-10-29 | |
| 2025-06-30 | $2,008,522 | 14,259 | Shares | Defined | 2025-08-13 | |
| 2025-03-31 | $1,556,843 | 13,344 | Shares | Defined | 2025-04-15 | |
| 2024-12-31 | $1,517,062 | 12,067 | Shares | Defined | 2025-01-15 | |
| 2024-09-30 | $928,465 | 8,907 | Shares | Defined | 2024-10-08 | |
| 2024-06-30 | $543,485 | 5,592 | Shares | Defined | 2024-07-22 | |
| 2024-03-31 | $468,727 | 4,978 | Shares | Defined | 2024-05-21 | |
| 2023-12-31 | $461,120 | 4,945 | Shares | Defined | 2024-02-16 | |
| No filing history on record for this holder in this stock. | ||||||