Knights of Columbus Asset Advisors LLC

Position in MS — Morgan Stanley

CIK 1688666 NEW HAVEN, CT

Position in MS

as of Jun 30, 2026 · filed Jul 31, 2026 Compact

Position Value

$19,504,686

+$4,354,372 QoQ

Shares Held

93,306

+1.4% QoQ

Ownership

0.006%

of shares outstanding

% of Portfolio

1.01%

of 13F equity value

Holder Rank

#430

of 2,723 holders

Holding Since

Mar 2020

20 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Knights of Columbus Asset Advisors LLC holds $54,603,918 across 5 Capital Markets names. MS ranks #2 (35.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GS	Goldman Sachs Group Inc	27,858	$28,174,745
2	MS	Morgan Stanley This page	93,306	$19,504,686
3	PIPR	Piper Sandler Companies	34,735	$2,512,729
4	EVR	Evercore Inc.	7,233	$2,469,635
5	MC	Moelis & Co	29,687	$1,942,123

20 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$19,504,686	93,306	+1.4%	Shares	Sole	2026-07-31
2026-03-31	$15,150,314	92,060	+577.6%	Shares	Sole	2026-05-11
2025-12-31	$2,411,922	13,586	+4.2%	Shares	Sole	2026-02-09
2025-09-30	$2,071,884	13,034	-83.1%	Shares	Sole	2025-11-03
2023-12-31	$7,186,218	77,064	+1.3%	Shares	Sole	2024-01-31
2023-09-30	$6,213,126	76,076	+0.3%	Shares	Sole	2023-11-01
2023-06-30	$6,480,408	75,883	+1.1%	Shares	Sole	2023-08-01
2023-03-31	$6,589,565	75,052	+0.6%	Shares	Sole	2023-05-01
2022-12-31	$6,341,386	74,587	-10.4%	Shares	Sole	2023-01-31
2022-09-30	$6,579,004	83,268	-8.0%	Shares	Sole	2022-11-10
2022-06-30	$6,885,787	90,531	-7.5%	Shares	Sole	2022-08-12
2022-03-31	$8,555,236	97,886	+1.9%	Shares	Sole	2022-05-16
2021-12-31	$9,430,231	96,070	+1083.7%	Shares	Sole	2022-02-11
2021-09-30	$789,767	8,116	+49.0%	Shares	Sole	2021-11-10
2021-06-30	$499,527	5,448	-43.8%	Shares	Sole	2021-08-12
2021-03-31	$752,447	9,689	-24.6%	Shares	Sole	2021-05-17
2020-12-31	$881,090	12,857	+0.1%	Shares	Sole	2021-02-16
2020-09-30	$621,104	12,846	-53.3%	Shares	Sole	2020-11-13
2020-06-30	$1,327,718	27,489	-81.5%	Shares	Sole	2020-08-14
2020-03-31	$5,056,990	148,735	—	Shares	Other	2020-05-15
No filing history on record for this holder in this stock.