Position in MS
as of Jun 30, 2026
· filed Aug 18, 2026
Position Value
$220,955
+$138,715 QoQ
Shares Held
1,057
+9.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#2,329
of 2,723 holders
Holding Since
Dec 2021
8 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in MS Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026TILIA FIDUCIARY PARTNERS, INC. holds $220,955 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
|
1,057 | $220,955 |
All Filings in MS
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $220,955 | 1,057 | Shares | Sole | 2026-08-18 | |
| 2023-06-30 | $82,240 | 963 | Shares | Sole | 2023-07-13 | |
| 2023-03-31 | $84,551 | 963 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $86,380 | 1,016 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $86,199 | 1,091 | Shares | Sole | 2022-10-27 | |
| 2022-06-30 | $82,981 | 1,091 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $73,503 | 841 | Shares | Sole | 2022-04-18 | |
| 2021-12-31 | $82,552 | 841 | Shares | Sole | 2022-02-14 | |
| No filing history on record for this holder in this stock. | ||||||