Position in MS
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$920,194
+$203,328 QoQ
Shares Held
4,402
+1.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#1,453
of 2,723 holders
Holding Since
Mar 2024
10 quarters on record
Voting authority
Sole 49%
Shared 0%
None 51%
Common Shares in MS Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026FIRST AMERICAN TRUST, FSB holds $10,027,503 across 3 Capital Markets names. MS ranks #3 (9.2% of the industry book) .
All Filings in MS
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $920,194 | 4,402 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $716,866 | 4,356 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $742,075 | 4,180 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $725,811 | 4,566 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $580,765 | 4,123 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $447,196 | 3,833 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $654,246 | 5,204 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $610,742 | 5,859 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $584,209 | 6,011 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $512,418 | 5,442 | Shares | Sole | 2024-05-13 | |
| No filing history on record for this holder in this stock. | ||||||