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BINGHAM PRIVATE WEALTH, LLC

Position in MS — Morgan Stanley

CIK 2063211 SAN FRANCISCO, CA

Position in MS

as of Jun 30, 2026 · filed Aug 11, 2026
Position Value
$331,746
+$31,406 QoQ
Shares Held
1,587
-13.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.25%
of 13F equity value
Holder Rank
#2,061
of 2,723 holders
Holding Since
Dec 2024
6 quarters on record
Voting authority Sole 0% Shared 79% None 21%

Common Shares in MS Over Time

Shares Held

Position Value (USD)

Position in Capital Markets

Financial Services · as of Jun 30, 2026

BINGHAM PRIVATE WEALTH, LLC holds $1,603,270 across 3 Capital Markets names. MS ranks #3 (20.7% of the industry book) .

# Ticker Company Shares Value (USD) Open
3 MS
Morgan Stanley
This page
1,587 $331,746

All Filings in MS

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6 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $331,746 1,587
2026-03-31 $300,340 1,825
2025-12-31 $309,612 1,744
2025-06-30 $244,814 1,738
2025-03-31 $217,822 1,867
2024-12-31 $221,392 1,761