Position in MS
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$302,062
+$64,259 QoQ
Shares Held
1,445
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.27%
of 13F equity value
Holder Rank
#818
of 1,108 holders
Holding Since
Dec 2025
3 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, 2026TrustBank holds $987,950 across 4 Capital Markets names. MS ranks #2 (30.6% of the industry book) .
All Filings in MS
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $302,062 | 1,445 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $237,803 | 1,445 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $258,661 | 1,457 | Shares | Sole | 2026-02-09 | |
| No filing history on record for this holder in this stock. | ||||||