Position in MS
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$419,334
+$101,385 QoQ
Shares Held
2,006
+3.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#1,906
of 2,722 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 88%
Shared 0%
None 12%
Common Shares in MS Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026Legacy Trust holds $15,746,646 across 2 Capital Markets names. MS ranks #2 (2.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
15,155 | $15,327,312 | |
| 2 | MS |
Morgan Stanley
This page
|
2,006 | $419,334 |
All Filings in MS
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $419,334 | 2,006 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $317,949 | 1,932 | Shares | Sole | 2026-04-14 | |
| No filing history on record for this holder in this stock. | ||||||