Position in MS
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$5,801,904
+$1,570,974 QoQ
Shares Held
27,755
+8.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.49%
of 13F equity value
Holder Rank
#697
of 2,723 holders
Holding Since
Mar 2020
26 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, 2026Fulton Bank, N.A. holds $13,789,148 across 9 Capital Markets names. MS ranks #1 (42.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
This page
|
27,755 | $5,801,904 | |
| 2 | GS |
Goldman Sachs Group Inc
|
3,516 | $3,555,976 | |
| 3 | LPLA |
LPL Financial Holdings Inc.
|
4,951 | $1,394,596 | |
| 4 | HLI |
Houlihan Lokey, Inc.
|
5,696 | $764,004 | |
| 5 | HOOD |
Robinhood Markets, Inc.
|
5,202 | $521,656 | |
| 6 | IBKR |
Interactive Brokers Group, Inc.
|
5,759 | $501,263 | |
| 7 | SCHW |
Schwab Charles Corp
|
5,143 | $474,544 | |
| 8 | MC |
Moelis & Co
|
6,931 | $453,426 |
All Filings in MS
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,801,904 | 27,755 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $4,230,930 | 25,709 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $4,303,681 | 24,242 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $3,575,009 | 22,490 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $4,030,567 | 28,614 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 | $3,494,032 | 29,948 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $3,824,401 | 30,420 | Shares | Sole | 2025-01-08 | |
| 2024-09-30 | $3,341,516 | 32,056 | Shares | Sole | 2024-10-07 | |
| 2024-06-30 | $2,524,801 | 25,978 | Shares | Sole | 2024-07-09 | |
| 2024-03-31 | $2,326,222 | 24,705 | Shares | Sole | 2024-04-10 | |
| 2023-12-31 | $2,162,560 | 23,191 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $1,722,256 | 21,088 | Shares | Sole | 2023-10-04 | |
| 2023-06-30 | $1,261,870 | 14,776 | Shares | Sole | 2023-07-06 | |
| 2023-03-31 | $1,272,924 | 14,498 | Shares | Sole | 2023-04-06 | |
| 2022-12-31 | $1,107,044 | 13,021 | Shares | Sole | 2023-01-05 | |
| 2022-09-30 | $992,522 | 12,562 | Shares | Sole | 2022-10-04 | |
| 2022-06-30 | $980,336 | 12,889 | Shares | Sole | 2022-07-07 | |
| 2022-03-31 | $1,121,342 | 12,830 | Shares | Sole | 2022-04-05 | |
| 2021-12-31 | $1,254,975 | 12,785 | Shares | Sole | 2022-01-05 | |
| 2021-09-30 | $1,287,118 | 13,227 | Shares | Sole | 2021-10-05 | |
| 2021-06-30 | $1,198,387 | 13,070 | Shares | Sole | 2021-07-06 | |
| 2021-03-31 | $1,075,979 | 13,855 | Shares | Sole | 2021-04-05 | |
| 2020-12-31 | $1,117,997 | 16,314 | Shares | Sole | 2021-01-07 | |
| 2020-09-30 | $786,121 | 16,259 | Shares | Sole | 2020-10-06 | |
| 2020-06-30 | $848,292 | 17,563 | Shares | Sole | 2020-07-06 | |
| 2020-03-31 | $1,208,802 | 35,553 | Shares | Sole | 2020-04-03 | |
| No filing history on record for this holder in this stock. | ||||||