Position in MS
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$808,148
+$173,567 QoQ
Shares Held
3,866
+0.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.41%
of 13F equity value
Holder Rank
#1,531
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, 2026Crews Bank & Trust holds $1,595,268 across 4 Capital Markets names. MS ranks #1 (50.7% of the industry book) .
All Filings in MS
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $808,148 | 3,866 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $634,581 | 3,856 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $684,555 | 3,856 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $612,949 | 3,856 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $543,156 | 3,856 | Shares | Sole | 2025-07-21 | |
| 2025-03-31 | $445,912 | 3,822 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $480,501 | 3,822 | Shares | Sole | 2025-01-23 | |
| No filing history on record for this holder in this stock. | ||||||