Position in MS
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$5,772,638
+$1,278,561 QoQ
Shares Held
27,615
+1.1% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.18%
of 13F equity value
Holder Rank
#701
of 2,716 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 82%
Shared 18%
None 0%
Common Shares in MS Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026CENTRAL TRUST Co holds $14,512,369 across 20 Capital Markets names. MS ranks #1 (39.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
This page
|
27,615 | $5,772,638 | |
| 2 | IBKR |
Interactive Brokers Group, Inc.
|
41,426 | $3,605,718 | |
| 3 | GS |
Goldman Sachs Group Inc
|
2,636 | $2,665,970 | |
| 4 | SCHW |
Schwab Charles Corp
|
14,059 | $1,297,223 | |
| 5 | HOOD |
Robinhood Markets, Inc.
|
3,985 | $399,615 | |
| 6 | EVR |
Evercore Inc.
|
737 | $251,641 | |
| 7 | IREN |
IREN Ltd
|
4,229 | $193,392 | |
| 8 | LPLA |
LPL Financial Holdings Inc.
|
338 | $95,207 |
All Filings in MS
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,772,638 | 27,615 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $4,494,077 | 27,308 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $4,909,769 | 27,656 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $4,860,519 | 30,577 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $4,375,251 | 31,061 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $3,695,405 | 31,674 | Shares | Sole | 2025-04-18 | |
| 2024-12-31 | $3,923,217 | 31,206 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $3,073,307 | 29,483 | Shares | Sole | 2024-10-22 | |
| 2024-06-30 | $3,590,295 | 36,941 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $4,125,807 | 43,817 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $4,246,511 | 45,539 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $3,588,742 | 43,942 | Shares | Sole | 2023-10-26 | |
| 2023-06-30 | $3,904,060 | 45,715 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $4,514,500 | 51,418 | Shares | Sole | 2023-04-19 | |
| 2022-12-31 | $4,453,432 | 52,381 | Shares | Sole | 2023-01-26 | |
| 2022-09-30 | $5,028,511 | 63,644 | Shares | Sole | 2022-11-17 | |
| 2022-06-30 | $5,071,755 | 66,681 | Shares | Sole | 2022-08-09 | |
| 2022-03-31 | $5,656,090 | 64,715 | Shares | Sole | 2022-05-03 | |
| 2021-12-31 | $6,051,465 | 61,649 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $5,682,709 | 58,398 | Shares | Other | 2021-10-19 | |
| 2021-06-30 | $3,963,758 | 43,230 | Shares | Sole | 2021-07-23 | |
| 2021-03-31 | $2,555,479 | 32,906 | Shares | Sole | 2021-04-23 | |
| 2020-12-31 | $1,274,657 | 18,600 | Shares | Sole | 2021-01-29 | |
| 2020-09-30 | $720,801 | 14,908 | Shares | Sole | 2020-10-22 | |
| 2020-06-30 | $599,306 | 12,408 | Shares | Sole | 2020-07-14 | |
| 2020-03-31 | $394,876 | 11,614 | Shares | Sole | 2020-04-17 | |
| No filing history on record for this holder in this stock. | ||||||