Morgan Stanley PVT Bank (ms 4.55 07/03/29)

13F holders, Q1 2026 (March 31)
1holders
1new positions
0sold out
$1.03avg. 13F price*

At the end of Q1 2026, 1 institutions reported holding Morgan Stanley PVT Bank (ms 4.55 07/03/29) in their 13F filings, unchanged from Q2 2025. 1 opened new positions and 0 sold out. The largest holder was Fairfield Financial Advisors, LTD ($205K).

Company
Morgan Stanley PVT Bank (ms 4.55 07/03/29)
CUSIP
61768E6N8
Latest filing quarter
Q1 2026

History

Number of 13F holders

01 Q3 2024: 1Q3 2024Q1 2025: 1Q1 2025Q2 2025: 1Q2 2025Q1 2026: 1Q1 2026

Total Exit/New Position Q2 2025 → Q1 2026

InstitutionsTotal Value
New Positions1$205K
Exits0$0

All 13F filers, Q2 2025 → Q1 2026: 200,000 shares bought, net +200,000 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 1 holders

Fairfield Financial Advisors, LTD 0.07% New 200,000 $205K

"% of holder's portfolio" is MORGAN STANLEY PVT BANK (MS 4.55 07/03/29)'s weight in each manager's 13F, not the share of Morgan Stanley PVT Bank (ms 4.55 07/03/29) the manager owns.