Position in MS
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$15,275,597
+$3,324,360 QoQ
Shares Held
73,075
+0.6% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.50%
of 13F equity value
Holder Rank
#472
of 2,722 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 68%
Shared 0%
None 32%
Common Shares in MS Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026WESBANCO BANK INC holds $30,942,912 across 7 Capital Markets names. MS ranks #1 (49.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
This page
|
73,075 | $15,275,597 | |
| 2 | GS |
Goldman Sachs Group Inc
|
7,042 | $7,122,066 | |
| 3 | SCHW |
Schwab Charles Corp
|
41,170 | $3,798,755 | |
| 4 | PWP |
Perella Weinberg Partners
|
124,000 | $1,979,040 | |
| 5 | PJT |
PJT Partners Inc.
|
11,736 | $1,771,431 | |
| 6 | MC |
Moelis & Co
|
9,998 | $654,069 | |
| 7 | HOOD |
Robinhood Markets, Inc.
|
3,410 | $341,954 |
All Filings in MS
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $15,275,597 | 73,075 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $11,951,237 | 72,621 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $13,433,871 | 75,671 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $23,805,212 | 149,756 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $22,327,295 | 158,507 | Shares | Sole | 2025-07-07 | |
| 2025-03-31 | $18,561,845 | 159,097 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $19,145,771 | 152,289 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $16,726,140 | 160,458 | Shares | Sole | 2024-10-11 | |
| 2024-06-30 | $15,013,326 | 154,474 | Shares | Sole | 2024-07-11 | |
| 2024-03-31 | $14,030,498 | 149,007 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $10,287,618 | 110,323 | Shares | Sole | 2024-02-16 | |
| 2023-09-30 | $12,238,411 | 149,852 | Shares | Sole | 2023-12-11 | |
| 2023-06-30 | $12,612,298 | 147,685 | Shares | Sole | 2023-07-13 | |
| 2023-03-31 | $7,462,033 | 84,989 | Shares | Sole | 2023-04-21 | |
| 2022-12-31 | $7,213,946 | 84,850 | Shares | Sole | 2023-01-18 | |
| 2022-09-30 | $3,540,990 | 44,817 | Shares | Sole | 2022-10-13 | |
| 2022-06-30 | $12,646,191 | 166,266 | Shares | Sole | 2022-07-18 | |
| 2022-03-31 | $19,408,480 | 222,065 | Shares | Sole | 2022-04-25 | |
| 2021-12-31 | $21,679,911 | 220,863 | Shares | Sole | 2022-02-02 | |
| 2021-09-30 | $21,446,442 | 220,393 | Shares | Sole | 2021-10-12 | |
| 2021-06-30 | $22,463,132 | 244,990 | Shares | Sole | 2021-08-09 | |
| 2021-03-31 | $19,448,315 | 250,429 | Shares | Sole | 2021-05-06 | |
| 2020-09-30 | $12,915,493 | 267,125 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $14,296,703 | 295,998 | Shares | Sole | 2020-07-14 | |
| 2020-03-31 | $9,821,104 | 288,856 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||