Position in MS
as of Jun 30, 2026
· filed Jul 7, 2026
Position Value
$2,853,604
+$1,225,185 QoQ
Shares Held
13,651
+38.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.46%
of 13F equity value
Holder Rank
#949
of 2,723 holders
Holding Since
Mar 2024
10 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in MS Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026Central Pacific Bank - Trust Division holds $13,703,838 across 7 Capital Markets names. MS ranks #3 (20.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SCHW |
Schwab Charles Corp
|
66,848 | $6,168,064 | |
| 2 | GS |
Goldman Sachs Group Inc
|
3,081 | $3,116,030 | |
| 3 | MS |
Morgan Stanley
This page
|
13,651 | $2,853,604 | |
| 4 | IBKR |
Interactive Brokers Group, Inc.
|
9,755 | $849,075 | |
| 5 | LPLA |
LPL Financial Holdings Inc.
|
1,230 | $346,466 | |
| 6 | EVR |
Evercore Inc.
|
570 | $194,620 | |
| 7 | MC |
Moelis & Co
|
2,690 | $175,979 |
All Filings in MS
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,853,604 | 13,651 | Shares | Defined | 2026-07-07 | |
| 2026-03-31 | $1,628,419 | 9,895 | Shares | Defined | 2026-04-08 | |
| 2025-12-31 | $1,509,360 | 8,502 | Shares | Defined | 2026-01-07 | |
| 2025-09-30 | $440,159 | 2,769 | Shares | Defined | 2025-10-02 | |
| 2025-06-30 | $451,033 | 3,202 | Shares | Defined | 2025-07-02 | |
| 2025-03-31 | $381,977 | 3,274 | Shares | Defined | 2025-04-03 | |
| 2024-12-31 | $1,742,227 | 13,858 | Shares | Defined | 2025-01-03 | |
| 2024-09-30 | $1,502,515 | 14,414 | Shares | Defined | 2024-10-02 | |
| 2024-06-30 | $1,370,961 | 14,106 | Shares | Defined | 2024-07-30 | |
| 2024-03-31 | $1,054,308 | 11,197 | Shares | Defined | 2024-05-02 | |
| No filing history on record for this holder in this stock. | ||||||