Glenview Trust Co

Bank

Position in MS — Morgan Stanley

CIK 1691827 Louisville, KY

Position in MS

as of Jun 30, 2026 · filed Aug 18, 2026 Compact

Position Value

$6,229,600

+$1,309,123 QoQ

Shares Held

29,801

-0.3% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.12%

of 13F equity value

Holder Rank

#684

of 2,722 holders

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Glenview Trust Co holds $118,334,816 across 3 Capital Markets names. MS ranks #3 (5.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GS	Goldman Sachs Group Inc	100,054	$101,191,613
2	SCHW	Schwab Charles Corp	118,279	$10,913,603
3	MS	Morgan Stanley This page	29,801	$6,229,600

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$6,229,600	29,801	-0.3%	Shares	Sole	2026-08-18
2026-03-31	$4,920,477	29,899	-12.6%	Shares	Sole	2026-05-08
2025-12-31	$6,070,104	34,192	-23.4%	Shares	Sole	2026-02-09
2025-09-30	$7,094,861	44,633	-10.0%	Shares	Sole	2025-11-07
2025-06-30	$6,982,429	49,570	+3.7%	Shares	Sole	2025-08-14
2024-12-31	$6,008,535	47,793	-0.2%	Shares	Sole	2025-02-10
2024-09-30	$4,991,531	47,885	+0.0%	Shares	Sole	2024-11-12
2024-06-30	$4,652,776	47,873	-2.6%	Shares	Sole	2024-08-14
2024-03-31	$4,630,223	49,174	-14.2%	Shares	Sole	2024-05-14
2023-12-31	$5,343,318	57,301	-3.7%	Shares	Sole	2024-02-12
2023-09-30	$4,860,753	59,517	+1.4%	Shares	Sole	2023-11-13
2023-06-30	$5,010,247	58,668	-0.2%	Shares	Sole	2023-08-14
2023-03-31	$5,162,727	58,801	+2.0%	Shares	Sole	2023-05-09
2022-12-31	$4,899,617	57,629	-0.4%	Shares	Sole	2023-02-08
2022-09-30	$4,572,229	57,869	-0.3%	Shares	Sole	2022-11-04
2022-06-30	$4,416,195	58,062	-4.1%	Shares	Sole	2022-08-10
2022-03-31	$5,292,943	60,560	+1.3%	Shares	Sole	2022-05-11
2021-12-31	$5,867,317	59,773	-0.8%	Shares	Sole	2022-02-10
2021-09-30	$5,865,359	60,275	0.0%	Shares	Sole	2021-11-12
2021-06-30	$5,526,614	60,275	+0.5%	Shares	Sole	2021-08-11
2021-03-31	$4,659,600	60,000	+6.9%	Shares	Sole	2021-05-12
2020-12-31	$3,845,903	56,120	-1.0%	Shares	Sole	2021-02-02
2020-09-30	$2,740,961	56,690	-3.1%	Shares	Sole	2020-11-12
2020-06-30	$2,824,584	58,480	-12.6%	Shares	Sole	2020-08-12
2020-03-31	$2,275,178	66,917	—	Shares	Sole	2020-04-28
No filing history on record for this holder in this stock.