Position in MS
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$250,429
+$54,428 QoQ
Shares Held
1,198
+0.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#2,240
of 2,723 holders
Holding Since
Dec 2021
19 quarters on record
Voting authority
Sole 55%
Shared 0%
None 45%
Common Shares in MS Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026Washington Trust Advisors, Inc. holds $3,345,217 across 8 Capital Markets names. MS ranks #3 (7.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EVR |
Evercore Inc.
|
6,633 | $2,264,771 | |
| 2 | GS |
Goldman Sachs Group Inc
|
727 | $735,265 | |
| 3 | MS |
Morgan Stanley
This page
|
1,198 | $250,429 | |
| 4 | JEF |
Jefferies Financial Group Inc.
|
932 | $46,581 | |
| 5 | SCHW |
Schwab Charles Corp
|
447 | $41,244 | |
| 6 | HLI |
Houlihan Lokey, Inc.
|
28 | $3,755 | |
| 7 | HOOD |
Robinhood Markets, Inc.
|
28 | $2,807 | |
| 8 | IREN |
IREN Ltd
|
8 | $365 |
All Filings in MS
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $250,429 | 1,198 | Shares | Other | 2026-07-29 | |
| 2026-03-31 | $196,001 | 1,191 | Shares | Other | 2026-04-06 | |
| 2025-12-31 | $185,518 | 1,045 | Shares | Other | 2026-02-03 | |
| 2025-09-30 | $166,112 | 1,045 | Shares | Other | 2025-11-10 | |
| 2025-06-30 | $137,196 | 974 | Shares | Other | 2025-07-31 | |
| 2025-03-31 | $99,752 | 855 | Shares | Other | 2025-04-25 | |
| 2024-12-31 | $112,896 | 898 | Shares | Other | 2025-02-06 | |
| 2024-09-30 | $90,062 | 864 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $99,230 | 1,021 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $133,142 | 1,414 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $128,405 | 1,377 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $111,234 | 1,362 | Shares | Sole | 2023-10-18 | |
| 2023-06-30 | $116,656 | 1,366 | Shares | Sole | 2023-07-27 | |
| 2023-03-31 | $120,286 | 1,370 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $118,942 | 1,399 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $154,938 | 1,961 | Shares | Sole | 2022-10-14 | |
| 2022-06-30 | $158,585 | 2,085 | Shares | Sole | 2022-07-25 | |
| 2022-03-31 | $230,124 | 2,633 | Shares | Defined | 2022-05-05 | |
| 2021-12-31 | $328,344 | 3,345 | Shares | Defined | 2022-02-11 | |
| No filing history on record for this holder in this stock. | ||||||