Position in MS
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$5,132,558
+$899,489 QoQ
Shares Held
24,553
-4.5% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.20%
of 13F equity value
Holder Rank
#734
of 2,723 holders
Holding Since
Dec 2020
23 quarters on record
Voting authority
Sole 90%
Shared 0%
None 9%
Common Shares in MS Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026FIRST NATIONAL BANK OF OMAHA holds $21,528,609 across 5 Capital Markets names. MS ranks #2 (23.8% of the industry book) .
All Filings in MS
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23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,132,558 | 24,553 | Shares | Other | 2026-08-07 | |
| 2026-03-31 | $4,233,069 | 25,722 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $4,648,445 | 26,184 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $5,208,801 | 32,768 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $4,830,511 | 34,293 | Shares | Sole | 2026-02-10 | |
| 2025-03-31 | $4,103,400 | 35,171 | Shares | Other | 2026-02-10 | |
| 2024-12-31 | $5,330,276 | 42,398 | Shares | Other | 2025-02-11 | |
| 2024-09-30 | $4,587,393 | 44,008 | Shares | Other | 2024-11-15 | |
| 2024-06-30 | $4,498,924 | 46,290 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $3,311,700 | 35,171 | Shares | Other | 2025-06-03 | |
| 2023-12-31 | $2,574,445 | 27,608 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $2,673,712 | 32,738 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $3,250,067 | 38,057 | Shares | Other | 2023-08-15 | |
| 2023-03-31 | $4,395,969 | 50,068 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $4,424,269 | 52,038 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $4,335,120 | 54,868 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $4,338,613 | 57,042 | Shares | Sole | 2022-09-06 | |
| 2022-03-31 | $5,145,587 | 58,874 | Shares | Sole | 2022-05-25 | |
| 2021-12-31 | $7,495,595 | 76,361 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $7,883,374 | 81,013 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $8,399,628 | 91,609 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $7,114,354 | 91,609 | Shares | Sole | 2021-05-06 | |
| 2020-12-31 | $5,861,165 | 85,527 | Shares | Sole | 2021-02-18 | |
| No filing history on record for this holder in this stock. | ||||||