Position in MS
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$1,167,906
+$177,689 QoQ
Shares Held
5,587
-7.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.38%
of 13F equity value
Holder Rank
#1,312
of 2,723 holders
Holding Since
Sep 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, 2026Beacon Bank & Trust holds $1,167,906 across 1 Capital Markets name. MS ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
This page
|
5,587 | $1,167,906 |
All Filings in MS
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,167,906 | 5,587 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $990,217 | 6,017 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $1,099,975 | 6,196 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $1,151,188 | 7,242 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $1,061,520 | 7,536 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $928,576 | 7,959 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $1,044,481 | 8,308 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $736,664 | 7,067 | Shares | Sole | 2024-10-18 | |
| 2024-06-30 | $682,176 | 7,019 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $746,312 | 7,926 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $727,350 | 7,800 | Shares | Sole | 2024-01-22 | |
| 2023-09-30 | $637,026 | 7,800 | Shares | Sole | 2023-11-01 | |
| 2023-06-30 | $654,761 | 7,667 | Shares | Sole | 2023-07-12 | |
| 2023-03-31 | $665,787 | 7,583 | Shares | Sole | 2023-04-11 | |
| 2022-12-31 | $665,791 | 7,831 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $604,979 | 7,657 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $476,059 | 6,259 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $512,601 | 5,865 | Shares | Sole | 2022-04-21 | |
| 2021-12-31 | $456,542 | 4,651 | Shares | Sole | 2022-01-28 | |
| 2021-09-30 | $355,570 | 3,654 | Shares | Sole | 2021-10-14 | |
| 2021-06-30 | $340,627 | 3,715 | Shares | Sole | 2021-07-26 | |
| 2021-03-31 | $285,400 | 3,675 | Shares | Sole | 2021-04-19 | |
| 2020-12-31 | $251,847 | 3,675 | Shares | Sole | 2021-01-27 | |
| 2020-09-30 | $203,940 | 4,218 | Shares | Sole | 2020-11-12 | |
| No filing history on record for this holder in this stock. | ||||||