American Trust

Position in MS — Morgan Stanley

CIK 1905128 LEXINGTON, KY

Position in MS

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$569,843

+$135,050 QoQ

Shares Held

2,726

+3.2% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.10%

of 13F equity value

Holder Rank

#1,714

of 2,723 holders

Holding Since

Mar 2022

16 quarters on record

Voting authority Sole 35% Shared 0% None 65%

Financial Services · as of Jun 30, 2026

American Trust holds $4,770,777 across 4 Capital Markets names. MS ranks #3 (11.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SCHW	Schwab Charles Corp	34,292	$3,164,122
2	GS	Goldman Sachs Group Inc	618	$625,026
3	MS	Morgan Stanley This page	2,726	$569,843
4	IBKR	Interactive Brokers Group, Inc.	4,731	$411,786

16 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$569,843	2,726	+3.2%	Shares	Sole	2026-08-14
2026-03-31	$434,793	2,642	-4.6%	Shares	Sole	2026-05-01
2025-12-31	$491,758	2,770	+3.7%	Shares	Sole	2026-02-17
2025-09-30	$424,423	2,670	+40.5%	Shares	Sole	2025-11-17
2025-06-30	$267,634	1,900	-5.3%	Shares	Sole	2025-09-03
2024-12-31	$252,194	2,006	-9.1%	Shares	Sole	2025-02-18
2024-09-30	$229,953	2,206	-4.2%	Shares	Sole	2024-11-29
2024-06-30	$223,828	2,303	-2.9%	Shares	Sole	2024-09-12
2024-03-31	$223,441	2,373	-18.2%	Shares	Sole	2024-06-11
2023-12-31	$270,518	2,901	-37.8%	Shares	Sole	2024-02-21
2023-06-30	$398,220	4,663	-4.1%	Shares	Defined	2023-08-14
2023-03-31	$426,971	4,863	+48.1%	Shares	Defined	2023-05-22
2022-12-31	$279,120	3,283	-3.8%	Shares	Sole	2023-02-16
2022-09-30	$269,660	3,413	-3.1%	Shares	Sole	2022-12-02
2022-06-30	$267,958	3,523	+8.0%	Shares	Sole	2022-10-03
2022-03-31	$285,186	3,263	—	Shares	Defined	2022-06-08
No filing history on record for this holder in this stock.