BAYBAN

Position in MS — Morgan Stanley

CIK 2110649 Bayport, MN

Position in MS

as of Jun 30, 2026 · filed Jul 30, 2026 Compact

Position Value

$39,299

+$8,360 QoQ

Shares Held

188

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.05%

of 13F equity value

Holder Rank

#2,590

of 2,722 holders

Holding Since

Dec 2025

3 quarters on record

Voting authority Sole 92% Shared 8% None 0%

Financial Services · as of Jun 30, 2026

BAYBAN holds $903,522 across 6 Capital Markets names. MS ranks #4 (4.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PIPR	Piper Sandler Companies	8,324	$602,158
2	GS	Goldman Sachs Group Inc	216	$218,455
3	SCHW	Schwab Charles Corp	443	$40,875
4	MS	Morgan Stanley This page	188	$39,299
5	HLI	Houlihan Lokey, Inc.	11	$1,475
6	PWP	Perella Weinberg Partners	79	$1,260

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$39,299	188	0.0%	Shares	Sole	2026-07-30
2026-03-31	$30,939	188	+72.5%	Shares	Sole	2026-04-24
2025-12-31	$19,350	109	—	Shares	Sole	2026-03-05
No filing history on record for this holder in this stock.