1SB
MS icon

1ST Source Bank’s Morgan Stanley MS Stock Holding History

1ST Source Bank’s Portfolio MS Stock Details MS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$3.11M Buy
14,859
+42
+0.3% +$8.32K 0.14% 85
2026
Q1 		$2.44M Buy
14,817
+3
+0% +$519 0.13% 87
2025
Q4 		$2.63M Sell
14,814
-1,300
-8% -$217K 0.14% 85
2025
Q3 		$2.56M Sell
16,114
-37
-0.2% -$5.46K 0.14% 85
2025
Q2 		$2.28M Buy
16,151
+223
+1% +$27.4K 0.13% 90
2025
Q1 		$1.86M Buy
15,928
+3
+0% +$387 0.11% 94
2024
Q4 		$2M Buy
15,925
+73
+0.5% +$8.99K 0.11% 90
2024
Q3 		$1.65M Sell
15,852
-100
-0.6% -$10.1K 0.09% 102
2024
Q2 		$1.55M Buy
15,952
+117
+0.7% +$11.1K 0.09% 105
2024
Q1 		$1.49M Sell
15,835
-128
-0.8% -$11.3K 0.09% 109
2023
Q4 		$1.49M Buy
15,963
+63
+0.4% +$5.04K 0.09% 104
2023
Q3 		$1.3M Hold
15,900
– – 0.09% 109
2023
Q2 		$1.36M Buy
15,900
+600
+4% +$51.3K 0.09% 108
2023
Q1 		$1.34M Sell
15,300
-289
-2% -$27K 0.09% 113
2022
Q4 		$1.33M Sell
15,589
-190
-1% -$16.2K 0.09% 109
2022
Q3 		$1.25M Sell
15,779
-120
-0.8% -$10.1K 0.09% 112
2022
Q2 		$1.21M Buy
15,899
+1,705
+12% +$140K 0.09% 115
2022
Q1 		$1.24M Buy
14,194
+580
+4% +$56K 0.08% 120
2021
Q4 		$1.34M Buy
13,614
+307
+2% +$30.6K 0.08% 117
2021
Q3 		$1.29M Hold
13,307
– – 0.08% 119
2021
Q2 		$1.22M Sell
13,307
-25
-0.2% -$2.14K 0.08% 121
2021
Q1 		$1.04M Sell
13,332
-120
-0.9% -$9.2K 0.07% 125
2020
Q4 		$922K Buy
13,452
+635
+5% +$36.4K 0.07% 133
2020
Q3 		$619K Sell
12,817
-700
-5% -$35.3K 0.05% 141
2020
Q2 		$653K Buy
13,517
+735
+6% +$30.9K 0.06% 139
2020
Q1 		$435K Sell
12,782
-369
-3% -$17.4K 0.04% 155
2019
Q4 		$672K Buy
13,151
+53
+0.4% +$2.51K 0.05% 145
2019
Q3 		$559K Sell
13,098
-19
-0.1% -$812 0.05% 147
2019
Q2 		$575K Sell
13,117
-1,361
-9% -$60.7K 0.05% 146
2019
Q1 		$611K Buy
14,478
+253
+2% +$10.6K 0.05% 141
2018
Q4 		$564K Sell
14,225
-448
-3% -$19.6K 0.05% 136
2018
Q3 		$683K Buy
14,673
+89
+0.6% +$4.35K 0.05% 137
2018
Q2 		$691K Sell
14,584
-254
-2% -$13.3K 0.06% 130
2018
Q1 		$801K Sell
14,838
-46
-0.3% -$2.55K 0.07% 126
2017
Q4 		$781K Sell
14,884
-712
-5% -$36K 0.06% 131
2017
Q3 		$751K Sell
15,596
-1,911
-11% -$88.6K 0.06% 132
2017
Q2 		$780K Buy
17,507
+120
+0.7% +$5.17K 0.07% 131
2017
Q1 		$744K Sell
17,387
-538
-3% -$23.9K 0.07% 133
2016
Q4 		$757K Buy
17,925
+15
+0.1% +$567 0.07% 128
2016
Q3 		$574K Sell
17,910
-4,185
-19% -$125K 0.06% 140
2016
Q2 		$574K Sell
22,095
-677
-3% -$17.7K 0.06% 136
2016
Q1 		$569K Sell
22,772
-3,494
-13% -$89.2K 0.06% 139
2015
Q4 		$836K Sell
26,266
-5,883
-18% -$195K 0.1% 114
2015
Q3 		$1.01M Buy
32,149
+91
+0.3% +$3.31K 0.12% 111
2015
Q2 		$1.24M Sell
32,058
-863
-3% -$32.8K 0.13% 97
2015
Q1 		$1.17M Sell
32,921
-763
-2% -$27.4K 0.14% 97
2014
Q4 		$1.31M Sell
33,684
-4,934
-13% -$176K 0.16% 92
2014
Q3 		$1.33M Sell
38,618
-332
-0.9% -$11.1K 0.18% 88
2014
Q2 		$1.26M Sell
38,950
-5,317
-12% -$164K 0.16% 92
2014
Q1 		$1.38M Sell
44,267
-3,281
-7% -$101K 0.18% 89
2013
Q4 		$1.49M Sell
47,548
-734
-2% -$21.8K 0.2% 88
2013
Q3 		$1.3M Buy
48,282
+2,290
+5% +$61.4K 0.19% 90
2013
Q2 		$1.12M Buy
+45,992
New +$1.09M 0.19% 85

Other funds holding MS

Mitsubishi UFJ Financial Group
Mitsubishi UFJ Financial Group Tokyo, Japan $78.8B AUM 48.4% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

1ST Source Bank's MS Position: Q2 2026 in Review

1ST Source Bank increased its Morgan Stanley (MS) stake by 0.28% in Q2 2026, buying an estimated $8.32K and bringing the position to 14,859 shares worth $3.11M. The position accounts for 0.14% of the portfolio, ranked #85.

1ST Source Bank first reported a position in MS in Q2 2013 and has held it in 53 quarters since. 2,725 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • 1ST Source Bank held 14,859 shares of Morgan Stanley worth $3.11M as of Q2 2026.
  • 1ST Source Bank bought 42 Morgan Stanley shares in Q2 2026, an estimated $8.32K.
  • Morgan Stanley made up 0.14% of 1ST Source Bank's portfolio in Q2 2026, its #85 holding.
  • 1ST Source Bank first reported a position in Morgan Stanley in Q2 2013 and has held it in 53 quarters since.
  • 2,725 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on 1ST Source Bank's 13F filing for Q2 2026, filed 6 Aug 2026.