Position in MS
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$2,334,767
+$468,215 QoQ
Shares Held
11,169
-1.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
1.78%
of 13F equity value
Holder Rank
#1,019
of 2,723 holders
Holding Since
Jun 2025
4 quarters on record
Voting authority
Sole 83%
Shared 17%
None 0%
Common Shares in MS Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026NORTH DALLAS BANK & TRUST CO holds $2,743,359 across 2 Capital Markets names. MS ranks #1 (85.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
This page
|
11,169 | $2,334,767 | |
| 2 | GS |
Goldman Sachs Group Inc
|
404 | $408,592 |
All Filings in MS
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,334,767 | 11,169 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $1,866,552 | 11,342 | Shares | Other | 2026-05-14 | |
| 2025-12-31 | $2,046,565 | 11,528 | Shares | Sole | 2026-02-11 | |
| 2025-06-30 | $1,647,779 | 11,698 | Shares | Sole | 2025-08-20 | |
| No filing history on record for this holder in this stock. | ||||||