TOCQUEVILLE ASSET MANAGEMENT L.P.

Position in MS — Morgan Stanley

CIK 883961 New York, NY

Position in MS

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$2,916,526

+$620,446 QoQ

Shares Held

13,952

0.0% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

#943

of 2,723 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

TOCQUEVILLE ASSET MANAGEMENT L.P. holds $85,241,548 across 6 Capital Markets names. MS ranks #6 (3.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GS	Goldman Sachs Group Inc	43,324	$43,816,593
2	SCHW	Schwab Charles Corp	137,307	$12,669,316
3	MIAX	Miami International Holdings, Inc.	338,225	$12,568,441
4	HOOD	Robinhood Markets, Inc.	99,125	$9,940,255
5	JEF	Jefferies Financial Group Inc.	66,635	$3,330,417
6	MS	Morgan Stanley This page	13,952	$2,916,526

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,916,526	13,952	0.0%	Shares	Sole	2026-08-10
2026-03-31	$2,296,080	13,952	-0.6%	Shares	Sole	2026-05-12
2025-12-31	$2,491,456	14,034	+1.0%	Shares	Sole	2026-02-12
2025-09-30	$2,207,954	13,890	0.0%	Shares	Sole	2025-11-13
2025-06-30	$1,956,545	13,890	0.0%	Shares	Sole	2025-08-12
2025-03-31	$1,620,546	13,890	-1.1%	Shares	Sole	2025-05-13
2024-12-31	$1,765,737	14,045	-0.7%	Shares	Sole	2025-02-10
2024-09-30	$1,473,953	14,140	-3.3%	Shares	Sole	2024-11-08
2024-06-30	$1,421,403	14,625	-1.4%	Shares	Sole	2024-08-12
2024-03-31	$1,397,240	14,839	+12.6%	Shares	Sole	2024-05-09
2023-12-31	$1,229,128	13,181	-27.7%	Shares	Sole	2024-02-12
2023-09-30	$1,488,762	18,229	-4.1%	Shares	Sole	2023-11-09
2023-06-30	$1,623,795	19,014	-53.1%	Shares	Sole	2023-08-11
2023-03-31	$3,557,568	40,519	-2.3%	Shares	Sole	2023-05-10
2022-12-31	$3,527,394	41,489	+0.0%	Shares	Sole	2023-02-09
2022-09-30	$3,277,018	41,476	+0.7%	Shares	Sole	2022-11-10
2022-06-30	$3,133,748	41,201	-0.1%	Shares	Sole	2022-08-12
2022-03-31	$3,605,337	41,251	+0.5%	Shares	Sole	2022-05-16
2021-12-31	$4,029,566	41,051	-1.4%	Shares	Sole	2022-02-14
2021-09-30	$4,050,820	41,628	-9.2%	Shares	Sole	2021-11-15
2021-06-30	$4,202,519	45,834	+5.8%	Shares	Sole	2021-08-16
2021-03-31	$3,365,085	43,331	+57.1%	Shares	Sole	2021-05-17
2020-12-31	$1,889,714	27,575	+39.1%	Shares	Sole	2021-02-16
2020-09-30	$958,538	19,825	+29.9%	Shares	Sole	2020-11-16
2020-06-30	$736,961	15,258	+44.1%	Shares	Sole	2020-08-12
2020-03-31	$360,060	10,590	—	Shares	Sole	2020-05-15
No filing history on record for this holder in this stock.