13F Insight
DOSSIER · 13F Holders · Q2 2026
MS 6.625 PERP Q

Morgan Stanley 6.625 Perp Pfd

3 institutions still hold Morgan Stanley 6.625 Perp Pfd as of Q2 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 61762V838·3 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$2M
visible holders
Holders
3
filers reporting
Concentration
99.53%
WHALEROCK POINT PARTNERS, LLC #1
top holder share
AI Holders Summary · Q2 2026

3 institutions reported MS 6.625 PERP Q in Q2 2026. WHALEROCK POINT PARTNERS, LLC leads at 99.5% of the visible book.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
WHALEROCK POINT PARTNERS, LLC
CIK 0001389709
$2M65K0.28%Q2 202602
First Command Advisory Services, Inc.
CIK 0001727336
$5K1830.00%Q2 202603
PNC FINANCIAL SERVICES GROUP, INC.
CIK 0000713676
$3K1150.00%Q4 2025