Position in MS
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$3,863,268
+$821,027 QoQ
Shares Held
18,481
-0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#826
of 2,722 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 99%
Shared 0%
None 1%
Common Shares in MS Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026Cullen/Frost Bankers, Inc. holds $21,072,836 across 15 Capital Markets names. MS ranks #2 (18.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
15,301 | $15,474,972 | |
| 2 | MS |
Morgan Stanley
This page
|
18,481 | $3,863,268 | |
| 3 | SCHW |
Schwab Charles Corp
|
14,818 | $1,367,256 | |
| 4 | HOOD |
Robinhood Markets, Inc.
|
1,256 | $125,951 | |
| 5 | IBKR |
Interactive Brokers Group, Inc.
|
1,188 | $103,403 | |
| 6 | SNEX |
StoneX Group Inc.
|
798 | $63,042 | |
| 7 | EVR |
Evercore Inc.
|
170 | $58,044 | |
| 8 | TIGR |
UP Fintech Holding Ltd
|
2,000 | $8,800 |
All Filings in MS
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,863,268 | 18,481 | Shares | Defined | 2026-07-27 | |
| 2026-03-31 | $3,042,241 | 18,486 | Shares | Defined | 2026-05-05 | |
| 2025-12-31 | $3,318,035 | 18,690 | Shares | Defined | 2026-02-06 | |
| 2025-09-30 | $2,735,224 | 17,207 | Shares | Defined | 2025-10-31 | |
| 2025-06-30 | $2,451,668 | 17,405 | Shares | Defined | 2025-07-30 | |
| 2025-03-31 | $1,916,071 | 16,423 | Shares | Defined | 2025-05-02 | |
| 2024-12-31 | $2,026,229 | 16,117 | Shares | Defined | 2025-02-06 | |
| 2024-09-30 | $1,659,917 | 15,924 | Shares | Defined | 2024-11-06 | |
| 2024-06-30 | $1,548,236 | 15,930 | Shares | Defined | 2024-08-05 | |
| 2024-03-31 | $1,502,228 | 15,954 | Shares | Defined | 2024-05-10 | |
| 2023-12-31 | $1,482,768 | 15,901 | Shares | Defined | 2024-02-06 | |
| 2023-09-30 | $1,429,306 | 17,501 | Shares | Defined | 2023-11-02 | |
| 2023-06-30 | $1,538,566 | 18,016 | Shares | Defined | 2023-08-04 | |
| 2023-03-31 | $1,631,675 | 18,584 | Shares | Defined | 2023-05-05 | |
| 2022-12-31 | $1,446,360 | 17,012 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $1,358,181 | 17,190 | Shares | Defined | 2022-11-07 | |
| 2022-06-30 | $1,259,781 | 16,563 | Shares | Defined | 2022-08-05 | |
| 2022-03-31 | $1,492,180 | 17,073 | Shares | Defined | 2022-05-09 | |
| 2021-12-31 | $1,614,437 | 16,447 | Shares | Defined | 2022-02-07 | |
| 2021-09-30 | $1,589,266 | 16,332 | Shares | Defined | 2021-11-04 | |
| 2021-06-30 | $1,554,420 | 16,953 | Shares | Defined | 2021-08-05 | |
| 2021-03-31 | $1,310,667 | 16,877 | Shares | Defined | 2021-05-05 | |
| 2020-12-31 | $455,930 | 6,653 | Shares | Defined | 2021-02-08 | |
| 2020-09-30 | $319,303 | 6,604 | Shares | Defined | 2020-11-05 | |
| 2020-06-30 | $272,846 | 5,649 | Shares | Defined | 2020-08-05 | |
| 2020-03-31 | $214,506 | 6,309 | Shares | Other | 2020-05-01 | |
| No filing history on record for this holder in this stock. | ||||||