BAMCO Inc’s Morgan Stanley MS Stock Holding History

BAMCO Inc’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	$2.01M	Buy	9,620 +520	+6%	+$103K	﹤0.01%	285
2026 Q1	$1.5M	Buy	9,100 +2,500	+38%	+$433K	﹤0.01%	286
2025 Q4	$1.17M	Buy	+6,600	New	+$1.1M	﹤0.01%	296

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

BAMCO Inc's MS Position: Q2 2026 in Review

BAMCO Inc increased its Morgan Stanley (MS) stake by 5.7% in Q2 2026, buying an estimated $103K and bringing the position to 9,620 shares worth $2.01M. The position accounts for ﹤0.01% of the portfolio, ranked #285.

BAMCO Inc first reported a position in MS in Q4 2025 and has held it in 3 quarters since. 2,730 funds tracked by Wall St. Rank hold MS as of Q2 2026.

BAMCO Inc held 9,620 shares of Morgan Stanley worth $2.01M as of Q2 2026.
BAMCO Inc bought 520 Morgan Stanley shares in Q2 2026, an estimated $103K.
Morgan Stanley made up ﹤0.01% of BAMCO Inc's portfolio in Q2 2026, its #285 holding.
BAMCO Inc first reported a position in Morgan Stanley in Q4 2025 and has held it in 3 quarters since.
2,730 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on BAMCO Inc's 13F filing for Q2 2026, filed 14 Aug 2026.