Gryphon Financial Partners LLC

Position in MS — Morgan Stanley

CIK 1729094 COLUMBUS, OH

Position in MS

as of Jun 30, 2026 · filed Aug 5, 2026 Compact

Position Value

$2,729,435

+$840,501 QoQ

Shares Held

13,057

+13.8% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.38%

of 13F equity value

Holder Rank

#965

of 2,723 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 86% Shared 9% None 5%

Financial Services · as of Jun 30, 2026

Gryphon Financial Partners LLC holds $6,814,275 across 5 Capital Markets names. MS ranks #1 (40.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MS	Morgan Stanley This page	13,057	$2,729,435
2	GS	Goldman Sachs Group Inc	1,704	$1,723,374
3	HOOD	Robinhood Markets, Inc.	13,399	$1,343,651
4	SCHW	Schwab Charles Corp	6,718	$619,869
5	IBKR	Interactive Brokers Group, Inc.	4,572	$397,946

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,729,435	13,057	+13.8%	Shares	Sole	2026-08-05
2026-03-31	$1,888,934	11,478	+2.4%	Shares	Sole	2026-05-06
2025-12-31	$1,989,578	11,207	+10.8%	Shares	Sole	2026-01-08
2025-09-30	$1,607,244	10,111	+4.3%	Shares	Sole	2025-11-12
2025-06-30	$1,365,072	9,691	+13.6%	Shares	Sole	2025-08-07
2025-03-31	$995,311	8,531	+27.9%	Shares	Sole	2025-05-12
2024-12-31	$838,551	6,670	-4.6%	Shares	Sole	2025-02-06
2024-09-30	$729,158	6,995	+0.4%	Shares	Sole	2024-11-08
2024-06-30	$677,219	6,968	+28.6%	Shares	Sole	2024-08-07
2024-03-31	$510,062	5,417	-63.2%	Shares	Sole	2024-05-01
2023-12-31	$1,374,411	14,739	+328.0%	Shares	Sole	2024-02-13
2023-09-30	$281,270	3,444	-32.7%	Shares	Sole	2023-11-07
2023-06-30	$437,247	5,120	-14.4%	Shares	Sole	2023-08-08
2023-03-31	$524,868	5,978	-16.9%	Shares	Sole	2023-05-03
2022-12-31	$611,633	7,194	-17.9%	Shares	Sole	2023-02-08
2022-09-30	$692,205	8,761	-8.7%	Shares	Sole	2022-11-14
2022-06-30	$729,642	9,593	-2.3%	Shares	Sole	2022-07-28
2022-03-31	$857,830	9,815	-3.8%	Shares	Other	2022-05-05
2021-12-31	$1,001,623	10,204	-13.6%	Shares	Other	2022-02-01
2021-09-30	$1,149,522	11,813	+15.6%	Shares	Other	2021-11-12
2021-06-30	$937,346	10,223	+4.7%	Shares	Other	2021-08-13
2021-03-31	$757,960	9,760	+1.1%	Shares	Other	2021-05-05
2020-12-31	$661,519	9,653	-4.5%	Shares	Other	2021-02-10
2020-09-30	$488,720	10,108	+0.2%	Shares	Other	2020-11-16
2020-06-30	$487,200	10,087	+10.1%	Shares	Other	2020-08-13
2020-03-31	$311,474	9,161	—	Shares	Sole	2020-05-05
No filing history on record for this holder in this stock.