Interchange Capital Partners, LLC

Position in MS — Morgan Stanley

CIK 1845998 PITTSBURGH, PA

Position in MS

as of Jun 30, 2026 · filed Jul 20, 2026 Compact

Position Value

$3,048,430

+$966,455 QoQ

Shares Held

14,583

+15.3% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.93%

of 13F equity value

Holder Rank

#921

of 2,723 holders

Holding Since

Dec 2020

23 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Interchange Capital Partners, LLC holds $5,703,372 across 5 Capital Markets names. MS ranks #1 (53.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MS	Morgan Stanley This page	14,583	$3,048,430
2	GS	Goldman Sachs Group Inc	1,145	$1,158,018
3	HOOD	Robinhood Markets, Inc.	7,069	$708,879
4	IBKR	Interactive Brokers Group, Inc.	5,987	$521,108
5	SCHW	Schwab Charles Corp	2,893	$266,937

23 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,048,430	14,583	+15.3%	Shares	Sole	2026-07-20
2026-03-31	$2,081,975	12,651	-13.7%	Shares	Sole	2026-04-24
2025-12-31	$2,603,654	14,666	-0.2%	Shares	Sole	2026-01-30
2025-09-30	$2,335,917	14,695	+15.2%	Shares	Sole	2025-11-12
2025-06-30	$1,796,246	12,752	+1.4%	Shares	Sole	2025-07-31
2025-03-31	$1,467,125	12,575	+0.1%	Shares	Sole	2025-04-30
2024-12-31	$1,578,666	12,557	-6.2%	Shares	Sole	2025-02-11
2024-09-30	$1,395,460	13,387	-1.5%	Shares	Sole	2024-10-28
2024-06-30	$1,320,326	13,585	+463.7%	Shares	Sole	2024-07-31
2024-03-31	$226,925	2,410	-4.4%	Shares	Sole	2024-05-08
2023-12-31	$235,176	2,522	-16.9%	Shares	Sole	2024-01-09
2023-09-30	$247,950	3,036	+5.3%	Shares	Sole	2023-11-13
2023-06-30	$246,293	2,884	-78.3%	Shares	Sole	2023-08-08
2023-03-31	$1,169,144	13,316	+423.6%	Shares	Sole	2023-05-15
2022-12-31	$216,205	2,543	-32.9%	Shares	Sole	2023-02-14
2022-09-30	$299,605	3,792	-15.2%	Shares	Sole	2022-11-07
2022-06-30	$340,292	4,474	-22.7%	Shares	Sole	2022-08-05
2022-03-31	$505,871	5,788	+29.1%	Shares	Sole	2022-05-13
2021-12-31	$440,051	4,483	-32.7%	Shares	Sole	2022-02-04
2021-09-30	$648,181	6,661	-3.3%	Shares	Sole	2021-11-12
2021-06-30	$631,835	6,891	-50.1%	Shares	Sole	2021-08-16
2021-03-31	$1,073,416	13,822	-1.6%	Shares	Sole	2021-05-05
2020-12-31	$962,915	14,051	—	Shares	Sole	2021-02-16
No filing history on record for this holder in this stock.