Position in MS
as of Jun 30, 2026
· filed Jul 7, 2026
Position Value
$1,960,377
+$272,548 QoQ
Shares Held
9,378
-8.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
2.92%
of 13F equity value
Holder Rank
#1,079
of 2,723 holders
Holding Since
Jun 2020
24 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in MS Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026First Citizens Financial Corp holds $3,905,241 across 2 Capital Markets names. MS ranks #1 (50.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
This page
|
9,378 | $1,960,377 | |
| 2 | GS |
Goldman Sachs Group Inc
|
1,923 | $1,944,864 |
All Filings in MS
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24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,960,377 | 9,378 | Shares | Sole | 2026-07-07 | |
| 2026-03-31 | $1,687,829 | 10,256 | Shares | Sole | 2026-04-07 | |
| 2025-12-31 | $1,798,733 | 10,132 | Shares | Sole | 2026-01-06 | |
| 2025-09-30 | $1,587,056 | 9,984 | Shares | Sole | 2025-10-03 | |
| 2025-06-30 | $1,343,804 | 9,540 | Shares | Sole | 2025-07-07 | |
| 2025-03-31 | $1,052,830 | 9,024 | Shares | Sole | 2025-04-03 | |
| 2024-12-31 | $1,131,354 | 8,999 | Shares | Sole | 2025-01-03 | |
| 2024-09-30 | $971,412 | 9,319 | Shares | Sole | 2024-10-03 | |
| 2024-06-30 | $899,007 | 9,250 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $870,980 | 9,250 | Shares | Sole | 2024-05-31 | |
| 2023-12-31 | $858,646 | 9,208 | Shares | Sole | 2024-01-11 | |
| 2023-09-30 | $752,017 | 9,208 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $786,363 | 9,208 | Shares | Other | 2023-07-07 | |
| 2022-12-31 | $357,764 | 4,208 | Shares | Sole | 2023-01-11 | |
| 2022-09-30 | $332,474 | 4,208 | Shares | Sole | 2022-10-12 | |
| 2022-06-30 | $320,060 | 4,208 | Shares | Sole | 2022-07-08 | |
| 2022-03-31 | $367,779 | 4,208 | Shares | Sole | 2022-04-18 | |
| 2021-12-31 | $413,057 | 4,208 | Shares | Sole | 2022-01-13 | |
| 2021-09-30 | $420,087 | 4,317 | Shares | Sole | 2021-10-14 | |
| 2021-06-30 | $419,665 | 4,577 | Shares | Sole | 2021-07-09 | |
| 2021-03-31 | $355,449 | 4,577 | Shares | Sole | 2021-04-09 | |
| 2020-12-31 | $322,365 | 4,704 | Shares | Sole | 2021-02-01 | |
| 2020-09-30 | $205,971 | 4,260 | Shares | Sole | 2020-10-16 | |
| 2020-06-30 | $205,758 | 4,260 | Shares | Sole | 2020-07-30 | |
| No filing history on record for this holder in this stock. | ||||||