Position in MS
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$3,056,582
+$557,094 QoQ
Shares Held
14,622
-3.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.67%
of 13F equity value
Holder Rank
#920
of 2,723 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 92%
Shared 8%
None 0%
Common Shares in MS Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026Arrow Financial Corp holds $3,308,412 across 2 Capital Markets names. MS ranks #1 (92.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
This page
|
14,622 | $3,056,582 | |
| 2 | GS |
Goldman Sachs Group Inc
|
249 | $251,830 |
All Filings in MS
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,056,582 | 14,622 | Shares | Defined | 2026-07-31 | |
| 2026-03-31 | $2,499,488 | 15,188 | Shares | Defined | 2026-05-11 | |
| 2025-12-31 | $2,888,412 | 16,270 | Shares | Defined | 2026-02-05 | |
| 2025-09-30 | $2,675,614 | 16,832 | Shares | Other | 2025-10-21 | |
| 2025-06-30 | $2,389,267 | 16,962 | Shares | Defined | 2025-08-11 | |
| 2025-03-31 | $2,013,490 | 17,258 | Shares | Other | 2025-05-05 | |
| 2024-12-31 | $3,611,809 | 28,729 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $2,997,629 | 28,757 | Shares | Defined | 2024-11-04 | |
| 2024-06-30 | $2,738,036 | 28,172 | Shares | Defined | 2024-07-30 | |
| 2024-03-31 | $2,623,203 | 27,859 | Shares | Defined | 2024-05-21 | |
| 2023-12-31 | $2,367,150 | 25,385 | Shares | Defined | 2024-02-12 | |
| 2023-09-30 | $1,825,977 | 22,358 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $1,754,201 | 20,541 | Shares | Defined | 2023-08-09 | |
| 2023-03-31 | $1,910,089 | 21,755 | Shares | Defined | 2023-05-03 | |
| 2022-12-31 | $1,861,342 | 21,893 | Shares | Defined | 2023-02-02 | |
| 2022-09-30 | $1,735,849 | 21,970 | Shares | Other | 2022-11-07 | |
| 2022-06-30 | $1,671,038 | 21,970 | Shares | Defined | 2022-07-25 | |
| 2022-03-31 | $2,031,613 | 23,245 | Shares | Defined | 2022-04-26 | |
| 2021-12-31 | $2,293,999 | 23,370 | Shares | Sole | 2022-01-28 | |
| 2021-09-30 | $2,599,344 | 26,712 | Shares | Other | 2021-10-21 | |
| 2021-06-30 | $4,464,110 | 48,687 | Shares | Defined | 2021-07-21 | |
| 2021-03-31 | $3,879,505 | 49,955 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $3,466,727 | 50,587 | Shares | Other | 2021-02-08 | |
| 2020-09-30 | $2,527,786 | 52,281 | Shares | Sole | 2020-11-06 | |
| 2020-06-30 | $2,568,255 | 53,173 | Shares | Other | 2020-07-27 | |
| 2020-03-31 | $1,844,330 | 54,245 | Shares | Other | 2020-04-21 | |
| No filing history on record for this holder in this stock. | ||||||