1ST SOURCE BANK

Bank

Position in MS — Morgan Stanley

CIK 356264 SOUTH BEND, IN

Position in MS

as of Jun 30, 2026 · filed Aug 6, 2026 Compact

Position Value

$3,106,125

+$667,692 QoQ

Shares Held

14,859

+0.3% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.23%

of 13F equity value

Holder Rank

#908

of 2,723 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 1% Shared 0% None 99%

Financial Services · as of Jun 30, 2026

1ST SOURCE BANK holds $5,728,967 across 3 Capital Markets names. MS ranks #1 (54.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MS	Morgan Stanley This page	14,859	$3,106,125
2	SCHW	Schwab Charles Corp	21,893	$2,020,066
3	GS	Goldman Sachs Group Inc	596	$602,776

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,106,125	14,859	+0.3%	Shares	Sole	2026-08-06
2026-03-31	$2,438,433	14,817	+0.0%	Shares	Sole	2026-05-04
2025-12-31	$2,629,929	14,814	-8.1%	Shares	Sole	2026-02-05
2025-09-30	$2,561,481	16,114	-0.2%	Shares	Sole	2025-11-12
2025-06-30	$2,275,029	16,151	+1.4%	Shares	Sole	2025-08-07
2025-03-31	$1,858,319	15,928	+0.0%	Shares	Sole	2025-05-05
2024-12-31	$2,002,091	15,925	+0.5%	Shares	Sole	2025-02-10
2024-09-30	$1,652,412	15,852	-0.6%	Shares	Sole	2024-12-11
2024-06-30	$1,550,374	15,952	+0.7%	Shares	Sole	2024-08-08
2024-03-31	$1,491,023	15,835	-0.8%	Shares	Sole	2024-05-09
2023-12-31	$1,488,549	15,963	+0.4%	Shares	Sole	2024-02-08
2023-09-30	$1,298,553	15,900	0.0%	Shares	Sole	2023-11-09
2023-06-30	$1,357,860	15,900	+3.9%	Shares	Sole	2023-08-09
2023-03-31	$1,343,340	15,300	-1.9%	Shares	Sole	2023-05-09
2022-12-31	$1,325,376	15,589	-1.2%	Shares	Sole	2023-02-13
2022-09-30	$1,246,697	15,779	-0.8%	Shares	Sole	2022-11-04
2022-06-30	$1,209,277	15,899	+12.0%	Shares	Sole	2022-08-05
2022-03-31	$1,240,555	14,194	+4.3%	Shares	Sole	2022-05-05
2021-12-31	$1,336,350	13,614	+2.3%	Shares	Sole	2022-02-09
2021-09-30	$1,294,903	13,307	0.0%	Shares	Sole	2021-11-05
2021-06-30	$1,220,118	13,307	-0.2%	Shares	Sole	2021-08-03
2021-03-31	$1,035,363	13,332	-0.9%	Shares	Sole	2021-05-07
2020-12-31	$921,864	13,452	+5.0%	Shares	Sole	2021-02-05
2020-09-30	$619,701	12,817	-5.2%	Shares	Sole	2020-10-30
2020-06-30	$652,870	13,517	+5.8%	Shares	Sole	2020-08-07
2020-03-31	$434,588	12,782	—	Shares	Sole	2020-04-29
No filing history on record for this holder in this stock.