Position in MS
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$21,117,220
New position
Shares Held
101,020
first reported quarter
Ownership
0.006%
of shares outstanding
% of Portfolio
2.59%
of 13F equity value
Holder Rank
#413
of 2,722 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 100%
Shared 0%
None 0%
Position in Capital Markets
Financial Services · as of Jun 30, 2026TriCert Investment Counsel Inc. holds $45,047,245 across 2 Capital Markets names. MS ranks #2 (46.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
23,661 | $23,930,025 | |
| 2 | MS |
Morgan Stanley
This page
|
101,020 | $21,117,220 |
All Filings in MS
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $21,117,220 | 101,020 | Shares | Sole | 2026-08-10 | |
| No filing history on record for this holder in this stock. | ||||||