Position in MS
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$231,198
+$29,929 QoQ
Shares Held
1,106
-9.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#2,293
of 2,723 holders
Holding Since
Dec 2022
15 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in MS Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026Colonial Trust Co / SC holds $15,526,298 across 10 Capital Markets names. MS ranks #3 (1.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
10,286 | $10,402,951 | |
| 2 | SCHW |
Schwab Charles Corp
|
51,070 | $4,712,228 | |
| 3 | MS |
Morgan Stanley
This page
|
1,106 | $231,198 | |
| 4 | LPLA |
LPL Financial Holdings Inc.
|
283 | $79,715 | |
| 5 | JEF |
Jefferies Financial Group Inc.
|
1,388 | $69,372 | |
| 6 | IBKR |
Interactive Brokers Group, Inc.
|
128 | $11,141 | |
| 7 | MC |
Moelis & Co
|
134 | $8,766 | |
| 8 | SNEX |
StoneX Group Inc.
|
52 | $4,147 |
All Filings in MS
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $231,198 | 1,106 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $201,269 | 1,223 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $218,716 | 1,232 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $183,916 | 1,157 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $206,782 | 1,468 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $168,354 | 1,443 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $120,062 | 955 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $92,982 | 892 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $84,749 | 872 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $75,610 | 803 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $42,428 | 455 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $69,501 | 851 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $72,675 | 851 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $65,147 | 742 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $12,072 | 142 | Shares | Sole | 2023-02-14 | |
| No filing history on record for this holder in this stock. | ||||||