Position in MS
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$2,178,823
+$366,908 QoQ
Shares Held
10,423
-5.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
1.82%
of 13F equity value
Holder Rank
#1,045
of 2,723 holders
Holding Since
Jun 2021
21 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, 2026CAPE ANN SAVINGS BANK holds $2,535,836 across 2 Capital Markets names. MS ranks #1 (85.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
This page
|
10,423 | $2,178,823 | |
| 2 | GS |
Goldman Sachs Group Inc
|
353 | $357,013 |
All Filings in MS
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21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,178,823 | 10,423 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $1,811,915 | 11,010 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $1,981,234 | 11,160 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $1,754,918 | 11,040 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $1,456,069 | 10,337 | Shares | Sole | 2025-07-21 | |
| 2025-03-31 | $1,234,601 | 10,582 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $1,332,883 | 10,602 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $1,154,874 | 11,079 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $1,095,136 | 11,268 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $1,084,064 | 11,513 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $1,126,460 | 12,080 | Shares | Sole | 2024-03-15 | |
| 2023-09-30 | $1,033,942 | 12,660 | Shares | Sole | 2023-10-25 | |
| 2023-06-30 | $1,086,288 | 12,720 | Shares | Sole | 2023-09-18 | |
| 2023-03-31 | $1,060,624 | 12,080 | Shares | Sole | 2023-09-18 | |
| 2022-12-31 | $978,665 | 11,511 | Shares | Sole | 2023-09-18 | |
| 2022-09-30 | $916,199 | 11,596 | Shares | Sole | 2023-09-18 | |
| 2022-06-30 | $876,439 | 11,523 | Shares | Sole | 2022-08-24 | |
| 2022-03-31 | $990,941 | 11,338 | Shares | Sole | 2022-05-18 | |
| 2021-12-31 | $1,120,005 | 11,410 | Shares | Sole | 2022-02-16 | |
| 2021-09-30 | $1,046,666 | 10,756 | Shares | Sole | 2021-11-22 | |
| 2021-06-30 | $910,572 | 9,931 | Shares | Sole | 2021-08-17 | |
| No filing history on record for this holder in this stock. | ||||||