Position in MS
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$545,385
-$524,484 QoQ
Shares Held
2,609
-59.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.26%
of 13F equity value
Holder Rank
#1,737
of 2,723 holders
Holding Since
Sep 2023
12 quarters on record
Voting authority
Sole 25%
Shared 0%
None 75%
Common Shares in MS Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026TIAA TRUST, NATIONAL ASSOCIATION holds $895,319 across 2 Capital Markets names. MS ranks #1 (60.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
This page
|
2,609 | $545,385 | |
| 2 | GS |
Goldman Sachs Group Inc
|
346 | $349,934 |
All Filings in MS
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $545,385 | 2,609 | Shares | Defined | 2026-08-10 | |
| 2026-03-31 | $1,069,869 | 6,501 | Shares | Defined | 2026-05-12 | |
| 2025-12-31 | $30,469,473 | 171,630 | Shares | Defined | 2026-02-11 | |
| 2025-09-30 | $23,407,018 | 147,251 | Shares | Defined | 2025-11-12 | |
| 2025-06-30 | $20,536,542 | 145,794 | Shares | Defined | 2025-08-05 | |
| 2025-03-31 | $5,221,565 | 44,755 | Shares | Defined | 2025-05-08 | |
| 2024-12-31 | $5,656,393 | 44,992 | Shares | Defined | 2025-02-11 | |
| 2024-09-30 | $4,893,651 | 46,946 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $4,664,731 | 47,996 | Shares | Sole | 2024-08-01 | |
| 2024-03-31 | $4,539,076 | 48,206 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $15,034,138 | 161,224 | Shares | Sole | 2024-01-23 | |
| 2023-09-30 | $17,077,360 | 209,102 | Shares | Sole | 2023-10-27 | |
| No filing history on record for this holder in this stock. | ||||||