ST GERMAIN D J CO INC

Position in MS — Morgan Stanley

CIK 831571 SPRINGFIELD, MA

Position in MS

as of Jun 30, 2026 · filed Jul 21, 2026 Compact

Position Value

$845,775

+$216,460 QoQ

Shares Held

4,046

+5.8% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.05%

of 13F equity value

Holder Rank

#1,500

of 2,723 holders

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

ST GERMAIN D J CO INC holds $3,594,990 across 7 Capital Markets names. MS ranks #2 (23.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GS	Goldman Sachs Group Inc	1,533	$1,550,430
2	MS	Morgan Stanley This page	4,046	$845,775
3	SCHW	Schwab Charles Corp	8,261	$762,242
4	MC	Moelis & Co	5,000	$327,100
5	HOOD	Robinhood Markets, Inc.	767	$76,914
6	TW	Tradeweb Markets Inc.	241	$24,018
7	CLSK	Cleanspark, Inc.	585	$8,511

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$845,775	4,046	+5.8%	Shares	Sole	2026-07-21
2026-03-31	$629,315	3,824	-0.2%	Shares	Sole	2026-04-13
2025-12-31	$680,117	3,831	0.0%	Shares	Sole	2026-01-29
2025-09-30	$608,975	3,831	+0.2%	Shares	Sole	2025-10-07
2025-06-30	$538,648	3,824	-6.1%	Shares	Sole	2025-07-16
2025-03-31	$475,313	4,074	+6.6%	Shares	Sole	2025-04-09
2024-12-31	$480,250	3,820	+43.1%	Shares	Sole	2025-01-10
2024-09-30	$278,320	2,670	+1.6%	Shares	Sole	2024-10-18
2024-06-30	$255,318	2,627	-15.0%	Shares	Sole	2024-07-08
2024-03-31	$290,860	3,089	+17.6%	Shares	Sole	2024-04-02
2023-12-31	$244,967	2,627	-2.6%	Shares	Sole	2024-01-02
2023-09-30	$220,345	2,698	-27.7%	Shares	Sole	2023-10-23
2023-06-30	$318,542	3,730	+0.5%	Shares	Sole	2023-09-07
2022-12-31	$315,593	3,712	-7.8%	Shares	Sole	2023-02-27
2022-09-30	$318,173	4,027	0.0%	Shares	Sole	2022-11-21
2022-06-30	$306,293	4,027	-96.3%	Shares	Sole	2022-08-15
2022-03-31	$9,513,577	108,851	-1.1%	Shares	Sole	2022-05-12
2021-12-31	$10,804,176	110,067	+3.0%	Shares	Sole	2022-02-11
2021-09-30	$10,403,217	106,908	-3.3%	Shares	Sole	2021-11-03
2021-06-30	$10,132,661	110,510	+0.1%	Shares	Sole	2021-07-28
2021-03-31	$8,577,003	110,443	-0.0%	Shares	Sole	2021-05-13
2020-12-31	$7,571,194	110,480	+2.4%	Shares	Sole	2021-02-04
2020-09-30	$5,217,400	107,909	+12.5%	Shares	Sole	2020-11-10
2020-06-30	$4,631,680	95,894	+0.9%	Shares	Sole	2020-08-13
2020-03-31	$3,230,408	95,012	—	Shares	Sole	2020-05-13
No filing history on record for this holder in this stock.