Vann Equity Management LLC

Position in MS — Morgan Stanley

CIK 2018412 PLANO, TX

Position in MS

as of Jun 30, 2026 · filed Aug 5, 2026 Compact

Position Value

$2,161,055

+$431,096 QoQ

Shares Held

10,338

-1.7% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

1.47%

of 13F equity value

Holder Rank

#1,049

of 2,722 holders

Holding Since

Mar 2026

2 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Vann Equity Management LLC holds $3,949,844 across 5 Capital Markets names. MS ranks #1 (54.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MS	Morgan Stanley This page	10,338	$2,161,055
2	SCHW	Schwab Charles Corp	7,190	$663,421
3	GS	Goldman Sachs Group Inc	651	$658,401
4	MRX	Marex Group Ltd	3,840	$234,048
5	IBKR	Interactive Brokers Group, Inc.	2,676	$232,919

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,161,055	10,338	-1.7%	Shares	Sole	2026-08-05
2026-03-31	$1,729,959	10,512	—	Shares	Sole	2026-05-08
No filing history on record for this holder in this stock.