LGT Fund Management Co Ltd.

Position in MS — Morgan Stanley

CIK 1911284 VADUZ, N2

Position in MS

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$541,413

+$273,494 QoQ

Shares Held

2,590

+59.1% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#1,743

of 2,723 holders

Holding Since

Dec 2021

15 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

LGT Fund Management Co Ltd. holds $4,390,280 across 4 Capital Markets names. MS ranks #3 (12.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SCHW	Schwab Charles Corp	25,906	$2,390,346
2	GS	Goldman Sachs Group Inc	1,128	$1,140,825
3	MS	Morgan Stanley This page	2,590	$541,413
4	IBKR	Interactive Brokers Group, Inc.	3,650	$317,696

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$541,413	2,590	+59.1%	Shares	Defined	2026-08-10
2026-03-31	$267,919	1,628	-33.8%	Shares	Defined	2026-04-28
2025-12-31	$436,901	2,461	-26.1%	Shares	Defined	2026-02-05
2025-09-30	$529,018	3,328	-13.3%	Shares	Defined	2025-11-13
2025-06-30	$540,620	3,838	-52.0%	Shares	Defined	2025-07-22
2025-03-31	$933,243	7,999	+10.9%	Shares	Defined	2025-05-13
2024-12-31	$906,944	7,214	-11.5%	Shares	Defined	2025-02-06
2024-09-30	$849,243	8,147	+2.6%	Shares	Defined	2024-11-13
2024-06-30	$771,882	7,942	-47.4%	Shares	Defined	2024-08-07
2023-09-30	$1,232,400	15,090	+8.6%	Shares	Defined	2023-11-06
2023-06-30	$1,186,206	13,890	-19.0%	Shares	Defined	2023-07-27
2023-03-31	$1,504,892	17,140	-53.7%	Shares	Defined	2023-04-20
2022-06-30	$2,814,220	37,000	-21.3%	Shares	Defined	2022-08-03
2022-03-31	$4,107,800	47,000	-49.5%	Shares	Defined	2022-05-11
2021-12-31	$9,128,880	93,000	—	Shares	Defined	2022-05-03
No filing history on record for this holder in this stock.