KMG FIDUCIARY PARTNERS, LLC

Position in MS — Morgan Stanley

CIK 1773205 TOLEDO, OH

Position in MS

as of Jun 30, 2026 · filed Jul 9, 2026 Compact

Position Value

$5,302,926

-$302,492 QoQ

Shares Held

25,368

-25.5% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.68%

of 13F equity value

Holder Rank

#722

of 2,722 holders

Holding Since

Mar 2020

24 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

KMG FIDUCIARY PARTNERS, LLC holds $26,944,122 across 3 Capital Markets names. MS ranks #2 (19.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GS	Goldman Sachs Group Inc	21,041	$21,280,236
2	MS	Morgan Stanley This page	25,368	$5,302,926
3	SCHW	Schwab Charles Corp	3,912	$360,960

24 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$5,302,926	25,368	-25.5%	Shares	Sole	2026-07-09
2026-03-31	$5,605,418	34,061	+0.3%	Shares	Sole	2026-04-13
2025-12-31	$6,026,433	33,946	-2.3%	Shares	Sole	2026-01-14
2025-09-30	$5,524,813	34,756	0.0%	Shares	Sole	2025-10-10
2025-06-30	$4,895,730	34,756	+5.1%	Shares	Sole	2025-07-10
2025-03-31	$3,858,626	33,073	-0.2%	Shares	Sole	2025-04-14
2024-12-31	$4,166,612	33,142	-4.6%	Shares	Sole	2025-01-15
2024-09-30	$3,621,818	34,745	+0.4%	Shares	Sole	2024-10-17
2024-06-30	$3,362,288	34,595	-1.8%	Shares	Sole	2024-07-18
2024-03-31	$3,316,221	35,219	+5.1%	Shares	Sole	2024-04-10
2023-12-31	$3,124,621	33,508	+4.6%	Shares	Sole	2024-01-10
2023-09-30	$2,615,971	32,031	+4.1%	Shares	Sole	2023-10-25
2023-06-30	$2,626,989	30,761	+7.2%	Shares	Sole	2023-07-14
2023-03-31	$2,520,474	28,707	+17.3%	Shares	Sole	2023-04-13
2022-12-31	$2,081,204	24,479	+1.9%	Shares	Sole	2023-01-12
2022-09-30	$1,897,899	24,021	+1.9%	Shares	Sole	2022-10-27
2022-06-30	$1,792,277	23,564	-8.7%	Shares	Sole	2022-07-13
2022-03-31	$2,255,706	25,809	-22.9%	Shares	Sole	2022-04-19
2021-12-31	$3,284,826	33,464	-17.3%	Shares	Sole	2022-01-12
2021-09-30	$3,936,384	40,452	+148.1%	Shares	Sole	2021-10-12
2021-06-30	$1,494,730	16,302	+5.2%	Shares	Sole	2021-07-20
2021-03-31	$1,203,807	15,501	+4.6%	Shares	Sole	2021-04-08
2020-12-31	$1,015,751	14,822	-14.3%	Shares	Sole	2021-01-13
2020-03-31	$587,758	17,287	—	Shares	Sole	2020-04-29
No filing history on record for this holder in this stock.