Position in MS
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$607,888
+$127,015 QoQ
Shares Held
2,908
-0.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.33%
of 13F equity value
Holder Rank
#1,683
of 2,723 holders
Holding Since
Dec 2020
23 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, 2026American State Bank (Iowa) holds $2,579,048 across 2 Capital Markets names. MS ranks #2 (23.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
1,949 | $1,971,160 | |
| 2 | MS |
Morgan Stanley
This page
|
2,908 | $607,888 |
All Filings in MS
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $607,888 | 2,908 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $480,873 | 2,922 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $520,695 | 2,933 | Shares | Sole | 2026-04-14 | |
| 2025-09-30 | $464,481 | 2,922 | Shares | Sole | 2026-04-14 | |
| 2025-06-30 | $409,620 | 2,908 | Shares | Sole | 2026-04-14 | |
| 2025-03-31 | $339,276 | 2,908 | Shares | Sole | 2026-04-14 | |
| 2024-12-31 | $365,593 | 2,908 | Shares | Sole | 2026-04-14 | |
| 2024-09-30 | $303,129 | 2,908 | Shares | Sole | 2026-04-14 | |
| 2024-06-30 | $282,628 | 2,908 | Shares | Sole | 2026-04-14 | |
| 2024-03-31 | $273,817 | 2,908 | Shares | Sole | 2026-04-14 | |
| 2023-12-31 | $271,171 | 2,908 | Shares | Sole | 2026-04-14 | |
| 2023-09-30 | $237,496 | 2,908 | Shares | Sole | 2026-04-14 | |
| 2023-06-30 | $248,343 | 2,908 | Shares | Sole | 2026-04-14 | |
| 2023-03-31 | $255,322 | 2,908 | Shares | Sole | 2026-04-14 | |
| 2022-12-31 | $247,238 | 2,908 | Shares | Sole | 2026-04-14 | |
| 2022-09-30 | $225,968 | 2,860 | Shares | Sole | 2026-04-14 | |
| 2022-06-30 | $213,576 | 2,808 | Shares | Sole | 2026-04-14 | |
| 2022-03-31 | $245,419 | 2,808 | Shares | Sole | 2026-04-14 | |
| 2021-12-31 | $275,633 | 2,808 | Shares | Sole | 2026-04-14 | |
| 2021-09-30 | $273,246 | 2,808 | Shares | Sole | 2026-04-14 | |
| 2021-06-30 | $257,465 | 2,808 | Shares | Sole | 2026-04-14 | |
| 2021-03-31 | $218,069 | 2,808 | Shares | Sole | 2026-04-14 | |
| 2020-12-31 | $192,432 | 2,808 | Shares | Sole | 2026-04-14 | |
| No filing history on record for this holder in this stock. | ||||||