Position in MS
as of Jun 30, 2026
· filed Jul 10, 2026
Position Value
$8,455,249
+$1,625,924 QoQ
Shares Held
40,448
-2.5% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
1.31%
of 13F equity value
Holder Rank
#604
of 2,723 holders
Holding Since
Dec 2020
23 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, 2026CITY HOLDING CO holds $11,296,362 across 7 Capital Markets names. MS ranks #1 (74.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
This page
|
40,448 | $8,455,249 | |
| 2 | SCHW |
Schwab Charles Corp
|
22,846 | $2,108,000 | |
| 3 | GS |
Goldman Sachs Group Inc
|
622 | $629,072 | |
| 4 | IBKR |
Interactive Brokers Group, Inc.
|
800 | $69,632 | |
| 5 | BMNR |
Bitmine Immersion Technologies, Inc.
|
1,790 | $23,824 | |
| 6 | FIGR |
Figure Technology Solutions, Inc.
|
250 | $7,677 | |
| 7 | HOOD |
Robinhood Markets, Inc.
|
29 | $2,908 |
All Filings in MS
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23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,455,249 | 40,448 | Shares | Sole | 2026-07-10 | |
| 2026-03-31 | $6,829,325 | 41,498 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $7,532,597 | 42,430 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $6,449,007 | 40,570 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $5,626,652 | 39,945 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $4,478,960 | 38,390 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $4,703,688 | 37,414 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $3,920,987 | 37,615 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $3,661,827 | 37,677 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $3,543,899 | 37,637 | Shares | Sole | 2024-04-11 | |
| 2023-12-31 | $3,487,176 | 37,396 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $2,931,789 | 35,898 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $2,786,431 | 32,628 | Shares | Sole | 2023-07-13 | |
| 2023-03-31 | $2,826,984 | 32,198 | Shares | Sole | 2023-04-17 | |
| 2022-12-31 | $2,688,162 | 31,618 | Shares | Sole | 2023-01-27 | |
| 2022-09-30 | $2,474,039 | 31,313 | Shares | Sole | 2022-10-12 | |
| 2022-06-30 | $2,304,846 | 30,303 | Shares | Sole | 2022-07-08 | |
| 2022-03-31 | $2,169,268 | 24,820 | Shares | Sole | 2022-04-15 | |
| 2021-12-31 | $2,451,055 | 24,970 | Shares | Sole | 2022-03-11 | |
| 2021-09-30 | $1,936,858 | 19,904 | Shares | Sole | 2021-10-15 | |
| 2021-06-30 | $1,114,675 | 12,157 | Shares | Sole | 2021-07-15 | |
| 2021-03-31 | $497,489 | 6,406 | Shares | Sole | 2021-04-15 | |
| 2020-12-31 | $68,530 | 1,000 | Shares | Sole | 2021-01-12 | |
| No filing history on record for this holder in this stock. | ||||||