626 Financial’s Morgan Stanley MS Stock Holding History

626 Financial’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	$293K	Hold	1,404	–	–	0.11%	98
2026 Q1	$231K	Hold	1,404	–	–	0.1%	109
2025 Q4	$249K	Hold	1,404	–	–	0.11%	103
2025 Q3	$223K	Buy	+1,404	New	+$207K	0.1%	109

Other funds holding MS

Mitsubishi UFJ Financial Group Tokyo, Japan $78.8B AUM 48.4% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

626 Financial's MS Position: Q2 2026 in Review

626 Financial held its Morgan Stanley (MS) position steady in Q2 2026 at 1,404 shares worth $293K. The position accounts for 0.11% of the portfolio, ranked #98.

626 Financial first reported a position in MS in Q3 2025 and has held it in 4 quarters since. 1,675 funds tracked by Wall St. Rank hold MS as of Q2 2026.

626 Financial held 1,404 shares of Morgan Stanley worth $293K as of Q2 2026.
626 Financial left its Morgan Stanley share count unchanged in Q2 2026.
Morgan Stanley made up 0.11% of 626 Financial's portfolio in Q2 2026, its #98 holding.
626 Financial first reported a position in Morgan Stanley in Q3 2025 and has held it in 4 quarters since.
1,675 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on 626 Financial's 13F filing for Q2 2026, filed 27 Jul 2026.