Position in MS
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$2,506,389
+$661,066 QoQ
Shares Held
11,990
+6.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.92%
of 13F equity value
Holder Rank
#996
of 2,723 holders
Holding Since
Dec 2024
7 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, 2026BankPlus Trust Department holds $5,433,574 across 7 Capital Markets names. MS ranks #2 (46.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
2,683 | $2,713,505 | |
| 2 | MS |
Morgan Stanley
This page
|
11,990 | $2,506,389 | |
| 3 | SCHW |
Schwab Charles Corp
|
2,234 | $206,131 | |
| 4 | BMNR |
Bitmine Immersion Technologies, Inc.
|
250 | $3,327 | |
| 5 | MARA |
MARA Holdings, Inc.
|
200 | $2,778 | |
| 6 | RIOT |
Riot Platforms, Inc.
|
50 | $1,369 | |
| 7 | BTBT |
Bit Digital, Inc
|
42 | $75 |
All Filings in MS
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,506,389 | 11,990 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $1,845,323 | 11,213 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $625,970 | 3,526 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $672,559 | 4,231 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $595,978 | 4,231 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $516,731 | 4,429 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $527,646 | 4,197 | Shares | Sole | 2025-02-04 | |
| No filing history on record for this holder in this stock. | ||||||