Position in MS
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$971,826
+$199,335 QoQ
Shares Held
4,649
-1.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.38%
of 13F equity value
Holder Rank
#1,415
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, 2026Texas Bank & Trust Co holds $1,470,431 across 2 Capital Markets names. MS ranks #1 (66.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
This page
|
4,649 | $971,826 | |
| 2 | GS |
Goldman Sachs Group Inc
|
493 | $498,605 |
All Filings in MS
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $971,826 | 4,649 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $772,491 | 4,694 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $849,303 | 4,784 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $760,464 | 4,784 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $673,874 | 4,784 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $558,149 | 4,784 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $601,444 | 4,784 | Shares | Sole | 2025-02-14 | |
| No filing history on record for this holder in this stock. | ||||||