Position in MS
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$1,838,088
+$374,732 QoQ
Shares Held
8,793
-1.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.66%
of 13F equity value
Holder Rank
#1,115
of 2,723 holders
Holding Since
Dec 2025
3 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, 2026Heartland Bank & Trust Co holds $3,059,407 across 3 Capital Markets names. MS ranks #1 (60.1% of the industry book) .
All Filings in MS
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,838,088 | 8,793 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $1,463,356 | 8,892 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $1,329,344 | 7,488 | Shares | Sole | 2026-02-03 | |
| No filing history on record for this holder in this stock. | ||||||