FERGUSON WELLMAN CAPITAL MANAGEMENT, INC

Position in MS — Morgan Stanley

CIK 869353 PORTLAND, OR

Position in MS

as of Jun 30, 2026 · filed Jul 23, 2026 Compact

Position Value

$60,683,057

+$7,227,266 QoQ

Shares Held

290,294

-10.6% QoQ

Ownership

0.018%

of shares outstanding

% of Portfolio

0.98%

of 13F equity value

Holder Rank

#247

of 2,723 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 95% Shared 0% None 5%

Financial Services · as of Jun 30, 2026

FERGUSON WELLMAN CAPITAL MANAGEMENT, INC holds $124,045,813 across 4 Capital Markets names. MS ranks #2 (48.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SCHW	Schwab Charles Corp	671,779	$61,985,048
2	MS	Morgan Stanley This page	290,294	$60,683,057
3	GS	Goldman Sachs Group Inc	1,143	$1,155,995
4	SNEX	StoneX Group Inc.	2,806	$221,713

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$60,683,057	290,294	-10.6%	Shares	Sole	2026-07-23
2026-03-31	$53,455,791	324,821	+0.8%	Shares	Sole	2026-05-01
2025-12-31	$57,223,777	322,333	-7.8%	Shares	Sole	2026-01-13
2025-09-30	$55,591,491	349,720	-0.0%	Shares	Sole	2025-10-23
2025-06-30	$49,279,448	349,847	+0.2%	Shares	Sole	2025-07-10
2025-03-31	$40,716,313	348,987	+0.3%	Shares	Sole	2025-04-16
2024-12-31	$43,753,577	348,024	-3.2%	Shares	Sole	2025-01-29
2024-09-30	$37,494,711	359,696	-1.2%	Shares	Sole	2024-11-06
2024-06-30	$35,387,462	364,106	-0.1%	Shares	Sole	2024-07-16
2024-03-31	$34,316,706	364,451	-3.1%	Shares	Sole	2024-04-09
2023-12-31	$35,067,688	376,061	-46.4%	Shares	Sole	2024-01-11
2023-09-30	$57,278,029	701,335	-1.8%	Shares	Sole	2023-10-12
2023-06-30	$60,971,671	713,954	-0.3%	Shares	Sole	2023-07-11
2023-03-31	$62,904,749	716,455	-21.8%	Shares	Sole	2023-04-20
2022-12-31	$77,845,842	915,618	+72.1%	Shares	Sole	2023-01-13
2022-09-30	$42,046,040	532,161	+1.1%	Shares	Sole	2022-10-17
2022-06-30	$40,043,840	526,477	-0.1%	Shares	Sole	2022-07-14
2022-03-31	$46,045,553	526,837	-1.5%	Shares	Sole	2022-04-14
2021-12-31	$52,521,293	535,058	+3.5%	Shares	Sole	2022-01-10
2021-09-30	$50,314,135	517,050	+0.5%	Shares	Sole	2021-10-22
2021-06-30	$47,153,416	514,270	+0.1%	Shares	Sole	2021-07-12
2021-03-31	$39,902,950	513,816	-44.0%	Shares	Sole	2021-04-26
2020-12-31	$62,903,480	917,897	+2.7%	Shares	Sole	2021-02-04
2020-09-30	$43,196,276	893,408	+4.8%	Shares	Sole	2020-10-13
2020-06-30	$41,190,142	852,798	+244.5%	Shares	Sole	2020-08-04
2020-03-31	$8,415,782	247,523	—	Shares	Sole	2020-04-21
No filing history on record for this holder in this stock.