Position in MS
as of Jun 30, 2026
· filed Jul 7, 2026
Position Value
$1,550,240
+$329,954 QoQ
Shares Held
7,416
+0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.37%
of 13F equity value
Holder Rank
#1,199
of 2,722 holders
Holding Since
Dec 2022
15 quarters on record
Voting authority
Sole 76%
Shared 0%
None 24%
Common Shares in MS Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026Grove Bank & Trust holds $2,712,342 across 9 Capital Markets names. MS ranks #1 (57.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
This page
|
7,416 | $1,550,240 | |
| 2 | GS |
Goldman Sachs Group Inc
|
829 | $838,425 | |
| 3 | SCHW |
Schwab Charles Corp
|
2,685 | $247,744 | |
| 4 | XP |
XP Inc.
|
1,384 | $22,503 | |
| 5 | HOOD |
Robinhood Markets, Inc.
|
200 | $20,056 | |
| 6 | CRCL |
Circle Internet Group, Inc.
|
278 | $17,411 | |
| 7 | IREN |
IREN Ltd
|
197 | $9,008 | |
| 8 | FIGR |
Figure Technology Solutions, Inc.
|
218 | $6,694 |
All Filings in MS
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,550,240 | 7,416 | Shares | Sole | 2026-07-07 | |
| 2026-03-31 | $1,220,286 | 7,415 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $1,316,029 | 7,413 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $1,204,439 | 7,577 | Shares | Sole | 2025-10-06 | |
| 2025-06-30 | $1,067,296 | 7,577 | Shares | Sole | 2025-07-11 | |
| 2025-03-31 | $865,458 | 7,418 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $802,847 | 6,386 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $624,189 | 5,988 | Shares | Sole | 2024-10-11 | |
| 2024-06-30 | $612,491 | 6,302 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $595,185 | 6,321 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $591,391 | 6,342 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $189,719 | 2,323 | Shares | Sole | 2023-10-30 | |
| 2023-06-30 | $150,645 | 1,764 | Shares | Sole | 2023-07-27 | |
| 2023-03-31 | $156,723 | 1,785 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $133,821 | 1,574 | Shares | Sole | 2023-02-03 | |
| No filing history on record for this holder in this stock. | ||||||