Position in MS
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$284,712
+$54,973 QoQ
Shares Held
1,362
-2.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.94%
of 13F equity value
Holder Rank
#2,168
of 2,723 holders
Holding Since
Mar 2024
10 quarters on record
Voting authority
Sole 97%
Shared 3%
None 0%
Common Shares in MS Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026Dakota Community Bank & Trust NA holds $287,605 across 2 Capital Markets names. MS ranks #1 (99.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
This page
|
1,362 | $284,712 | |
| 2 | PIPR |
Piper Sandler Companies
|
40 | $2,893 |
All Filings in MS
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $284,712 | 1,362 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $229,739 | 1,396 | Shares | Sole | 2026-06-10 | |
| 2025-12-31 | $251,027 | 1,414 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $209,350 | 1,317 | Shares | Sole | 2025-10-09 | |
| 2025-06-30 | $147,762 | 1,049 | Shares | Sole | 2025-09-23 | |
| 2025-03-31 | $117,370 | 1,006 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $120,816 | 961 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $108,618 | 1,042 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $101,271 | 1,042 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $81,165 | 862 | Shares | Sole | 2024-04-11 | |
| No filing history on record for this holder in this stock. | ||||||