Position in MS
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$1,943,235
+$413,393 QoQ
Shares Held
9,296
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#1,082
of 2,722 holders
Holding Since
Mar 2023
14 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in MS Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026Avalon Trust Co holds $4,121,741 across 5 Capital Markets names. MS ranks #1 (47.1% of the industry book) .
All Filings in MS
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,943,235 | 9,296 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $1,529,842 | 9,296 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $1,432,844 | 8,071 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $1,285,827 | 8,089 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $1,126,880 | 8,000 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $1,166,700 | 10,000 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $1,382,920 | 11,000 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $1,146,640 | 11,000 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $1,263,470 | 13,000 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $1,224,080 | 13,000 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $1,212,250 | 13,000 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $1,061,710 | 13,000 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $1,332,240 | 15,600 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $1,369,680 | 15,600 | Shares | Sole | 2023-05-11 | |
| No filing history on record for this holder in this stock. | ||||||