Position in MS
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$799,578
+$159,895 QoQ
Shares Held
3,825
-1.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.71%
of 13F equity value
Holder Rank
#1,537
of 2,723 holders
Holding Since
Sep 2024
8 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, 2026Kennebec Savings Bank holds $1,541,151 across 2 Capital Markets names. MS ranks #1 (51.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
This page
|
3,825 | $799,578 | |
| 2 | SCHW |
Schwab Charles Corp
|
8,037 | $741,573 |
All Filings in MS
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $799,578 | 3,825 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $639,683 | 3,887 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $695,029 | 3,915 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $612,790 | 3,855 | Shares | Sole | 2025-10-09 | |
| 2025-06-30 | $426,664 | 3,029 | Shares | Sole | 2025-07-21 | |
| 2025-03-31 | $338,809 | 2,904 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $365,593 | 2,908 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $294,686 | 2,827 | Shares | Sole | 2024-11-04 | |
| No filing history on record for this holder in this stock. | ||||||