RNC CAPITAL MANAGEMENT LLC

Position in MS — Morgan Stanley

CIK 51762 LOS ANGELES, CA

Back to MS Full portfolio

Position in MS

as of Jun 30, 2026 · filed Aug 7, 2026 Compact

Position Value

$6,730,251

+$1,354,243 QoQ

Shares Held

32,196

-1.4% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.28%

of 13F equity value

Holder Rank

#661

of 2,722 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 98% Shared 0% None 2%

Common Shares in MS Over Time

Shares Held

Position Value (USD)

Position in Capital Markets

Financial Services · as of Jun 30, 2026

RNC CAPITAL MANAGEMENT LLC holds $14,870,842 across 5 Capital Markets names. MS ranks #1 (45.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MS	Morgan Stanley This page	32,196	$6,730,251
2	SCHW	Schwab Charles Corp	50,724	$4,680,303
3	GS	Goldman Sachs Group Inc	1,876	$1,897,330
4	MKTX	Marketaxess Holdings Inc	9,029	$1,024,701
5	NMR	Nomura Holdings Inc	61,305	$538,257

All Filings in MS

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26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$6,730,251	32,196	-1.4%	Shares	Sole	2026-08-07
2026-03-31	$5,376,008	32,667	-0.5%	Shares	Sole	2026-08-06
2025-12-31	$5,829,375	32,836	-3.7%	Shares	Sole	2026-02-03
2025-09-30	$5,417,515	34,081	-1.1%	Shares	Sole	2025-11-14
2025-06-30	$4,852,627	34,450	-1.0%	Shares	Sole	2025-07-30
2025-03-31	$4,058,599	34,787	-1.2%	Shares	Sole	2025-05-16
2024-12-31	$4,424,841	35,196	-4.8%	Shares	Sole	2025-01-28
2024-09-30	$3,854,586	36,978	0.0%	Shares	Sole	2024-11-13
2024-06-30	$3,593,891	36,978	+6.7%	Shares	Sole	2024-08-14
2024-03-31	$3,264,527	34,670	-12.8%	Shares	Sole	2024-08-07
2023-12-31	$3,709,391	39,779	-10.2%	Shares	Sole	2024-01-17
2023-09-30	$3,617,981	44,300	-2.3%	Shares	Sole	2023-12-27
2023-06-30	$3,871,523	45,334	-8.3%	Shares	Defined	2023-07-21
2023-03-31	$4,339,163	49,421	-20.0%	Shares	Defined	2023-04-21
2022-12-31	$5,250,410	61,755	-23.6%	Shares	Defined	2023-01-11
2022-09-30	$6,382,743	80,784	-8.7%	Shares	Defined	2022-10-18
2022-06-30	$6,732,070	88,510	-85.7%	Shares	Defined	2022-07-22
2022-03-31	$53,992,224	617,760	-0.9%	Shares	Defined	2022-07-22
2021-12-31	$61,190,784	623,378	-19.8%	Shares	Defined	2022-02-04
2021-09-30	$75,623,396	777,139	-0.0%	Shares	Defined	2021-11-02
2021-06-30	$71,287,874	777,488	+2.0%	Shares	Defined	2021-07-20
2021-03-31	$59,206,586	762,382	-22.7%	Shares	Defined	2021-04-26
2020-12-31	$67,563,247	985,893	-1.2%	Shares	Defined	2021-01-13
2020-09-30	$48,251,559	997,964	+1.1%	Shares	Defined	2020-12-03
2020-06-30	$47,682,146	987,208	+35.9%	Shares	Defined	2020-07-23
2020-03-31	$24,705,624	726,636	—	Shares	Defined	2020-04-22
No filing history on record for this holder in this stock.