Pflug Koory, LLC

Position in MS — Morgan Stanley

CIK 1740063 OMAHA, NE

Position in MS

as of Jun 30, 2026 · filed Jul 21, 2026 Compact

Position Value

$381,288

+$81,113 QoQ

Shares Held

1,824

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.18%

of 13F equity value

Holder Rank

#1,986

of 2,723 holders

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Pflug Koory, LLC holds $544,753 across 3 Capital Markets names. MS ranks #1 (70.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MS	Morgan Stanley This page	1,824	$381,288
2	SCHW	Schwab Charles Corp	1,662	$153,352
3	GS	Goldman Sachs Group Inc	10	$10,113

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$381,288	1,824	0.0%	Shares	Sole	2026-07-21
2026-03-31	$300,175	1,824	0.0%	Shares	Sole	2026-04-22
2025-12-31	$323,814	1,824	0.0%	Shares	Sole	2026-01-20
2025-09-30	$289,943	1,824	0.0%	Shares	Sole	2025-10-21
2025-06-30	$256,928	1,824	0.0%	Shares	Sole	2025-07-21
2025-03-31	$212,806	1,824	0.0%	Shares	Sole	2025-04-17
2024-12-31	$229,313	1,824	0.0%	Shares	Sole	2025-01-21
2024-09-30	$190,133	1,824	-24.8%	Shares	Sole	2025-01-15
2024-03-31	$228,243	2,424	0.0%	Shares	Sole	2024-04-11
2023-12-31	$226,038	2,424	0.0%	Shares	Sole	2024-01-11
2023-09-30	$197,968	2,424	-1.4%	Shares	Sole	2023-10-30
2023-06-30	$209,998	2,459	-1.4%	Shares	Sole	2023-07-21
2023-03-31	$218,973	2,494	-2.9%	Shares	Sole	2023-04-20
2022-12-31	$218,416	2,569	0.0%	Shares	Sole	2023-01-18
2022-09-30	$202,976	2,569	-27.8%	Shares	Sole	2022-10-11
2022-06-30	$270,773	3,560	0.0%	Shares	Sole	2022-08-01
2022-03-31	$311,144	3,560	0.0%	Shares	Sole	2022-04-14
2021-12-31	$349,449	3,560	0.0%	Shares	Sole	2022-01-20
2021-09-30	$346,423	3,560	0.0%	Shares	Sole	2021-10-19
2021-06-30	$326,416	3,560	0.0%	Shares	Sole	2021-07-14
2021-03-31	$276,469	3,560	-0.6%	Shares	Sole	2021-07-13
2020-12-31	$245,337	3,580	0.0%	Shares	Sole	2021-01-14
2020-09-30	$173,093	3,580	-10.4%	Shares	Sole	2020-10-20
2020-06-30	$192,958	3,995	-4.3%	Shares	Sole	2020-07-30
2020-03-31	$141,950	4,175	—	Shares	Sole	2020-04-24
No filing history on record for this holder in this stock.