EQUITABLE TRUST CO

Bank

Position in MS — Morgan Stanley

CIK 33250 NASHVILLE, TN

Position in MS

as of Jun 30, 2026 · filed Jul 23, 2026 Compact

Position Value

$536,187

+$102,381 QoQ

Shares Held

2,565

-2.7% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#1,750

of 2,723 holders

Holding Since

Jun 2020

22 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

EQUITABLE TRUST CO holds $16,779,627 across 5 Capital Markets names. MS ranks #4 (3.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GS	Goldman Sachs Group Inc	12,606	$12,749,330
2	BGC	BGC Group, Inc.	193,010	$2,063,276
3	SCHW	Schwab Charles Corp	10,632	$981,014
4	MS	Morgan Stanley This page	2,565	$536,187
5	JEF	Jefferies Financial Group Inc.	9,000	$449,820

22 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$536,187	2,565	-2.7%	Shares	Sole	2026-07-23
2026-03-31	$433,806	2,636	+5.8%	Shares	Sole	2026-04-30
2025-12-31	$442,404	2,492	+13.0%	Shares	Sole	2026-02-02
2025-09-30	$350,665	2,206	0.0%	Shares	Sole	2025-11-10
2025-06-30	$310,736	2,206	-4.9%	Shares	Sole	2025-07-23
2025-03-31	$270,674	2,320	-11.0%	Shares	Sole	2025-04-25
2024-12-31	$327,751	2,607	-1.1%	Shares	Sole	2025-01-28
2024-09-30	$274,879	2,637	0.0%	Shares	Sole	2024-10-29
2024-06-30	$256,289	2,637	+20.4%	Shares	Sole	2024-07-31
2024-03-31	$206,304	2,191	-90.2%	Shares	Sole	2024-04-24
2023-03-31	$1,954,164	22,257	-4.9%	Shares	Sole	2023-05-02
2022-12-31	$1,989,127	23,396	-1.4%	Shares	Sole	2023-02-17
2022-09-30	$1,874,511	23,725	-1.4%	Shares	Sole	2022-10-31
2022-06-30	$1,830,307	24,064	-15.6%	Shares	Sole	2022-07-15
2022-03-31	$2,493,346	28,528	-2.1%	Shares	Sole	2022-05-06
2021-12-31	$2,860,675	29,143	-25.3%	Shares	Sole	2022-01-31
2021-09-30	$3,795,575	39,005	+1.7%	Shares	Sole	2021-10-26
2021-06-30	$3,515,027	38,336	+6.4%	Shares	Sole	2021-08-03
2021-03-31	$2,799,331	36,046	+2.7%	Shares	Sole	2021-05-14
2020-12-31	$2,405,882	35,107	+1.7%	Shares	Sole	2021-02-12
2020-09-30	$1,669,089	34,521	-2.7%	Shares	Sole	2020-11-13
2020-06-30	$1,713,731	35,481	—	Shares	Sole	2020-08-18
No filing history on record for this holder in this stock.