Position in MS
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$323,175
+$58,054 QoQ
Shares Held
1,546
-4.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#2,082
of 2,722 holders
Holding Since
Dec 2020
12 quarters on record
Voting authority
Sole 46%
Shared 0%
None 54%
Common Shares in MS Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026Washington Trust Bank holds $19,311,646 across 2 Capital Markets names. MS ranks #2 (1.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
18,775 | $18,988,471 | |
| 2 | MS |
Morgan Stanley
This page
|
1,546 | $323,175 |
All Filings in MS
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $323,175 | 1,546 | Shares | Defined | 2026-08-05 | |
| 2026-03-31 | $265,121 | 1,611 | Shares | Defined | 2026-05-07 | |
| 2025-12-31 | $286,000 | 1,611 | Shares | Defined | 2026-02-04 | |
| 2025-09-30 | $250,202 | 1,574 | Shares | Defined | 2025-10-24 | |
| 2025-06-30 | $221,713 | 1,574 | Shares | Defined | 2025-08-06 | |
| 2022-12-31 | $206,683 | 2,431 | Shares | Defined | 2023-02-06 | |
| 2022-03-31 | $226,366 | 2,590 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $256,197 | 2,610 | Shares | Defined | 2022-02-09 | |
| 2021-09-30 | $4,871,532 | 50,062 | Shares | Defined | 2021-10-27 | |
| 2021-06-30 | $4,590,183 | 50,062 | Shares | Defined | 2021-07-28 | |
| 2021-03-31 | $3,896,590 | 50,175 | Shares | Defined | 2021-04-22 | |
| 2020-12-31 | $3,411,285 | 49,778 | Shares | Defined | 2021-02-08 | |
| No filing history on record for this holder in this stock. | ||||||