Position in MS
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$464,695
+$46,194 QoQ
Shares Held
2,223
-12.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.54%
of 13F equity value
Holder Rank
#1,829
of 2,716 holders
Holding Since
Jun 2020
20 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, 2026Bank of Marin holds $1,696,592 across 3 Capital Markets names. MS ranks #2 (27.4% of the industry book) .
All Filings in MS
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $464,695 | 2,223 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $418,501 | 2,543 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $451,458 | 2,543 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $405,030 | 2,548 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $358,911 | 2,548 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $297,275 | 2,548 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $320,963 | 2,553 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $266,124 | 2,553 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $248,126 | 2,553 | Shares | Sole | 2024-08-09 | |
| 2022-12-31 | $241,286 | 2,838 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $226,600 | 2,868 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $295,721 | 3,888 | Shares | Sole | 2022-08-16 | |
| 2022-03-31 | $446,002 | 5,103 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $544,100 | 5,543 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $422,617 | 4,343 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $398,209 | 4,343 | Shares | Sole | 2021-08-09 | |
| 2021-03-31 | $337,277 | 4,343 | Shares | Sole | 2021-05-04 | |
| 2020-12-31 | $297,625 | 4,343 | Shares | Sole | 2021-02-10 | |
| 2020-09-30 | $249,631 | 5,163 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $249,372 | 5,163 | Shares | Sole | 2020-08-12 | |
| No filing history on record for this holder in this stock. | ||||||