Position in MS
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$2,337,903
+$463,122 QoQ
Shares Held
11,184
-1.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.31%
of 13F equity value
Holder Rank
#1,018
of 2,722 holders
Holding Since
Dec 2020
17 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in MS Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026TRUSTMARK BANK TRUST DEPARTMENT holds $3,684,036 across 2 Capital Markets names. MS ranks #1 (63.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
This page
|
11,184 | $2,337,903 | |
| 2 | GS |
Goldman Sachs Group Inc
|
1,331 | $1,346,133 |
All Filings in MS
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17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,337,903 | 11,184 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $1,874,781 | 11,392 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $2,215,396 | 12,479 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $1,992,245 | 12,533 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $1,724,126 | 12,240 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $1,412,173 | 12,104 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $1,267,383 | 10,081 | Shares | Sole | 2025-02-13 | |
| 2023-03-31 | $301,505 | 3,434 | Shares | Defined | 2023-05-10 | |
| 2022-12-31 | $291,958 | 3,434 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $271,320 | 3,434 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $288,267 | 3,790 | Shares | Defined | 2022-08-11 | |
| 2022-03-31 | $331,246 | 3,790 | Shares | Defined | 2022-05-12 | |
| 2021-12-31 | $381,351 | 3,885 | Shares | Defined | 2022-02-11 | |
| 2021-09-30 | $368,804 | 3,790 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $453,957 | 4,951 | Shares | Defined | 2021-08-11 | |
| 2021-03-31 | $294,331 | 3,790 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $259,728 | 3,790 | Shares | Defined | 2021-02-16 | |
| No filing history on record for this holder in this stock. | ||||||