TRILLIUM ASSET MANAGEMENT, LLC

Position in MS — Morgan Stanley

CIK 884541 BOSTON, MA

Position in MS

as of Jun 30, 2026 · filed Aug 11, 2026 Compact

Position Value

$208,412

+$1,548 QoQ

Shares Held

997

-20.7% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#2,388

of 2,716 holders

Holding Since

Sep 2025

4 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

TRILLIUM ASSET MANAGEMENT, LLC holds $25,479,700 across 4 Capital Markets names. MS ranks #4 (0.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	LPLA	LPL Financial Holdings Inc.	71,767	$20,215,328
2	SF	Stifel Financial Corp	66,790	$4,659,938
3	SCHW	Schwab Charles Corp	4,292	$396,022
4	MS	Morgan Stanley This page	997	$208,412

4 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$208,412	997	-20.7%	Shares	Defined	2026-08-11
2026-03-31	$206,864	1,257	-4.3%	Shares	Defined	2026-05-11
2025-12-31	$233,274	1,314	0.0%	Shares	Defined	2026-02-13
2025-09-30	$208,873	1,314	—	Shares	Defined	2025-11-14
No filing history on record for this holder in this stock.