Position in MS
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$72,028,284
+$16,098,677 QoQ
Shares Held
344,567
+1.4% QoQ
Ownership
0.022%
of shares outstanding
% of Portfolio
1.24%
of 13F equity value
Holder Rank
#223
of 2,718 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 93%
Shared 0%
None 7%
Common Shares in MS Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026Fiduciary Trust Co holds $103,494,773 across 10 Capital Markets names. MS ranks #1 (69.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
This page
|
344,567 | $72,028,284 | |
| 2 | GS |
Goldman Sachs Group Inc
|
26,787 | $27,091,567 | |
| 3 | LPLA |
LPL Financial Holdings Inc.
|
3,040 | $856,306 | |
| 4 | IBKR |
Interactive Brokers Group, Inc.
|
8,904 | $775,003 | |
| 5 | SF |
Stifel Financial Corp
|
8,198 | $571,974 | |
| 6 | SCHW |
Schwab Charles Corp
|
5,786 | $533,873 | |
| 7 | TW |
Tradeweb Markets Inc.
|
5,156 | $513,846 | |
| 8 | PJT |
PJT Partners Inc.
|
2,865 | $432,443 |
All Filings in MS
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $72,028,284 | 344,567 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $55,929,607 | 339,853 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $60,608,208 | 341,397 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $56,781,306 | 357,205 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $50,473,518 | 358,324 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $42,485,613 | 364,152 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $44,338,803 | 352,679 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $38,177,065 | 366,242 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $36,383,853 | 374,358 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $35,448,320 | 376,469 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $35,293,353 | 378,481 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $30,727,602 | 376,241 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $32,199,129 | 377,039 | Shares | Sole | 2023-08-01 | |
| 2023-03-31 | $33,171,014 | 377,802 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $32,276,737 | 379,637 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $30,115,846 | 381,165 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $28,943,187 | 380,531 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $33,220,215 | 380,094 | Shares | Defined | 2022-05-12 | |
| 2021-12-31 | $37,318,664 | 380,182 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $35,893,766 | 368,860 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $33,880,095 | 369,507 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $28,519,314 | 367,233 | Shares | Sole | 2021-05-19 | |
| 2020-12-31 | $4,553,269 | 66,442 | Shares | Sole | 2021-01-26 | |
| 2020-09-30 | $3,073,512 | 63,568 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $3,077,192 | 63,710 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $2,169,234 | 63,801 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||