Vest Financial, LLC

Position in MS — Morgan Stanley

CIK 1709632 MCLEAN, VA

Position in MS

as of Jun 30, 2026 · filed Jul 24, 2026 Compact

Position Value

$5,725,396

+$1,290,071 QoQ

Shares Held

27,389

+1.6% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.06%

of 13F equity value

Holder Rank

#703

of 2,723 holders

Holding Since

Dec 2022

13 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Vest Financial, LLC holds $62,898,230 across 6 Capital Markets names. MS ranks #4 (9.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SCHW	Schwab Charles Corp	407,329	$37,584,246
2	IBKR	Interactive Brokers Group, Inc.	104,107	$9,061,473
3	GS	Goldman Sachs Group Inc	6,801	$6,878,327
4	MS	Morgan Stanley This page	27,389	$5,725,396
5	SF	Stifel Financial Corp	26,778	$1,868,301
6	JEF	Jefferies Financial Group Inc.	35,624	$1,780,487

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$5,725,396	27,389	+1.6%	Shares	Sole	2026-07-24
2026-03-31	$4,435,325	26,951	-4.7%	Shares	Sole	2026-04-24
2025-12-31	$5,018,595	28,269	+33.1%	Shares	Sole	2026-01-30
2025-09-30	$3,376,151	21,239	+23.8%	Shares	Sole	2025-10-30
2025-06-30	$2,416,030	17,152	+39.3%	Shares	Sole	2025-07-25
2025-03-31	$1,437,024	12,317	+73.5%	Shares	Sole	2025-04-11
2024-12-31	$892,612	7,100	+21.6%	Shares	Sole	2025-01-28
2024-09-30	$608,865	5,841	-95.8%	Shares	Sole	2024-10-18
2023-12-31	$12,862,438	137,935	+32.6%	Shares	Defined	2024-01-11
2023-09-30	$8,495,068	104,017	+75.4%	Shares	Defined	2023-10-30
2023-06-30	$5,063,536	59,292	+269.8%	Shares	Defined	2023-07-28
2023-03-31	$1,407,697	16,033	+267.1%	Shares	Defined	2023-05-12
2022-12-31	$371,367	4,368	—	Shares	Defined	2023-02-13
No filing history on record for this holder in this stock.