New Covenant Trust Company, N.A.
BankPosition in MS — Morgan Stanley
CIK 2023097
JEFFERSONVILLE, IN
Position in MS
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$531,588
+$128,557 QoQ
Shares Held
2,543
+3.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.85%
of 13F equity value
Holder Rank
#1,756
of 2,723 holders
Holding Since
Mar 2024
10 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, 2026New Covenant Trust Company, N.A. holds $1,213,523 across 3 Capital Markets names. MS ranks #1 (43.8% of the industry book) .
All Filings in MS
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $531,588 | 2,543 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $403,031 | 2,449 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $382,754 | 2,156 | Shares | Sole | 2026-01-13 | |
| 2025-09-30 | $338,266 | 2,128 | Shares | Sole | 2025-10-07 | |
| 2025-06-30 | $417,227 | 2,962 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $351,760 | 3,015 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $391,366 | 3,113 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $327,626 | 3,143 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $281,559 | 2,897 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $289,918 | 3,079 | Shares | Sole | 2024-05-17 | |
| No filing history on record for this holder in this stock. | ||||||