Position in MS
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$1,922,749
+$444,912 QoQ
Shares Held
9,198
+2.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#1,088
of 2,723 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in MS Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026Wilmington Savings Fund Society, FSB holds $11,623,800 across 12 Capital Markets names. MS ranks #4 (16.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SCHW |
Schwab Charles Corp
|
39,757 | $3,668,377 | |
| 2 | GS |
Goldman Sachs Group Inc
|
3,456 | $3,495,294 | |
| 3 | LAZ |
Lazard, Inc.
|
46,085 | $1,932,804 | |
| 4 | MS |
Morgan Stanley
This page
|
9,198 | $1,922,749 | |
| 5 | HOOD |
Robinhood Markets, Inc.
|
3,745 | $375,547 | |
| 6 | SNEX |
StoneX Group Inc.
|
598 | $70,921 | |
| 7 | LPLA |
LPL Financial Holdings Inc.
|
176 | $49,575 | |
| 8 | IBKR |
Interactive Brokers Group, Inc.
|
452 | $39,342 |
All Filings in MS
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,922,749 | 9,198 | Shares | Defined | 2026-07-28 | |
| 2026-03-31 | $1,477,837 | 8,980 | Shares | Defined | 2026-04-30 | |
| 2025-12-31 | $1,564,748 | 8,814 | Shares | Defined | 2026-02-12 | |
| 2025-09-30 | $1,417,445 | 8,917 | Shares | Defined | 2025-11-20 | |
| 2025-06-30 | $4,136,917 | 29,369 | Shares | Defined | 2025-07-28 | |
| 2025-03-31 | $3,385,179 | 29,015 | Shares | Defined | 2025-05-08 | |
| 2024-12-31 | $3,835,842 | 30,511 | Shares | Defined | 2025-01-28 | |
| 2024-09-30 | $2,203,008 | 21,134 | Shares | Defined | 2024-11-25 | |
| 2024-06-30 | $357,658 | 3,680 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $349,239 | 3,709 | Shares | Sole | 2024-05-15 | |
| 2023-09-30 | $1,356,456 | 16,609 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $1,400,132 | 16,395 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $1,448,699 | 16,500 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $1,411,501 | 16,602 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $1,318,123 | 16,683 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,268,908 | 16,683 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $1,516,652 | 17,353 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $1,699,345 | 17,312 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $1,765,494 | 18,143 | Shares | Sole | 2021-10-26 | |
| 2021-06-30 | $2,014,245 | 21,968 | Shares | Sole | 2021-07-29 | |
| 2021-03-31 | $1,414,886 | 18,219 | Shares | Sole | 2021-04-23 | |
| 2020-12-31 | $1,247,725 | 18,207 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $844,626 | 17,469 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $789,124 | 16,338 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $555,492 | 16,338 | Shares | Sole | 2020-05-08 | |
| No filing history on record for this holder in this stock. | ||||||