Position in MS
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$856,018
+$216,829 QoQ
Shares Held
4,095
+5.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#1,490
of 2,722 holders
Holding Since
Mar 2022
15 quarters on record
Voting authority
Sole 6%
Shared 0%
None 94%
Common Shares in MS Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026Bryn Mawr Trust Advisors, LLC holds $7,089,192 across 3 Capital Markets names. MS ranks #2 (12.1% of the industry book) .
All Filings in MS
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $856,018 | 4,095 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $639,189 | 3,884 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $580,700 | 3,271 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $512,646 | 3,225 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $313,976 | 2,229 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $235,440 | 2,018 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $235,725 | 1,875 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $200,870 | 1,927 | Shares | Sole | 2024-10-25 | |
| 2024-03-31 | $202,255 | 2,148 | Shares | Sole | 2024-05-02 | |
| 2023-09-30 | $207,768 | 2,544 | Shares | Sole | 2023-11-08 | |
| 2023-03-31 | $293,691 | 3,345 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $295,954 | 3,481 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $264,446 | 3,347 | Shares | Sole | 2022-11-04 | |
| 2022-06-30 | $266,133 | 3,499 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $307,211 | 3,515 | Shares | Sole | 2022-05-13 | |
| No filing history on record for this holder in this stock. | ||||||