Position in MS
as of Jun 30, 2026
· filed Jul 2, 2026
Position Value
$216,773
+$33,608 QoQ
Shares Held
1,037
-6.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#2,349
of 2,723 holders
Holding Since
Mar 2024
9 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, 2026Hilltop National Bank holds $1,410,245 across 8 Capital Markets names. MS ranks #3 (15.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
440 | $445,002 | |
| 2 | LAZ |
Lazard, Inc.
|
7,422 | $311,277 | |
| 3 | MS |
Morgan Stanley
This page
|
1,037 | $216,773 | |
| 4 | HOOD |
Robinhood Markets, Inc.
|
2,158 | $216,404 | |
| 5 | SF |
Stifel Financial Corp
|
2,011 | $140,307 | |
| 6 | SCHW |
Schwab Charles Corp
|
715 | $65,972 | |
| 7 | MC |
Moelis & Co
|
150 | $9,813 | |
| 8 | CRCL |
Circle Internet Group, Inc.
|
75 | $4,697 |
All Filings in MS
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $216,773 | 1,037 | Shares | Defined | 2026-07-02 | |
| 2026-03-31 | $183,165 | 1,113 | Shares | Defined | 2026-04-02 | |
| 2025-12-31 | $132,969 | 749 | Shares | Defined | 2026-01-07 | |
| 2025-09-30 | $3,974 | 25 | Shares | Sole | 2025-10-08 | |
| 2025-06-30 | $3,521 | 25 | Shares | Sole | 2025-07-21 | |
| 2024-12-31 | $32,561 | 259 | Shares | Defined | 2025-01-10 | |
| 2024-09-30 | $26,998 | 259 | Shares | Defined | 2024-10-15 | |
| 2024-06-30 | $27,309 | 281 | Shares | Defined | 2024-07-10 | |
| 2024-03-31 | $26,458 | 281 | Shares | Defined | 2024-05-06 | |
| No filing history on record for this holder in this stock. | ||||||