BO
MS icon

Bank OZK’s Morgan Stanley MS Stock Holding History

Bank OZK’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 		$379K Buy
1,815
+53
+3% +$10.5K 0.11% 121
2026
Q1 		$290K Sell
1,762
-3
-0.2% -$519 0.1% 126
2025
Q4 		$313K Hold
1,765
– – 0.11% 125
2025
Q3 		$281K Sell
1,765
-40
-2% -$5.91K 0.1% 132
2025
Q2 		$254K Buy
1,805
+69
+4% +$8.47K 0.1% 130
2025
Q1 		$203K Hold
1,736
– – 0.08% 138
2024
Q4 		$218K Buy
+1,736
New +$214K 0.09% 140
2022
Q1 		– Sell
-2,179
Closed -$214K – 128
2021
Q4 		$214K Sell
2,179
-350
-14% -$34.9K 0.09% 127
2021
Q3 		$246K Sell
2,529
-300
-11% -$29.7K 0.11% 113
2021
Q2 		$259K Hold
2,829
– – 0.11% 112
2021
Q1 		$220K Buy
+2,829
New +$217K 0.1% 120
2015
Q1 		– Sell
-6,530
Closed -$254K – 129
2014
Q4 		$254K Buy
+6,530
New +$232K 0.09% 112

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

Bank OZK's MS Position: Q2 2026 in Review

Bank OZK increased its Morgan Stanley (MS) stake by 3% in Q2 2026, buying an estimated $10.5K and bringing the position to 1,815 shares worth $379K. The position accounts for 0.11% of the portfolio, ranked #121.

Bank OZK first reported a position in MS in Q4 2014 and has held it in 12 quarters since. 2,739 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • Bank OZK held 1,815 shares of Morgan Stanley worth $379K as of Q2 2026.
  • Bank OZK bought 53 Morgan Stanley shares in Q2 2026, an estimated $10.5K.
  • Morgan Stanley made up 0.11% of Bank OZK's portfolio in Q2 2026, its #121 holding.
  • Bank OZK first reported a position in Morgan Stanley in Q4 2014 and has held it in 12 quarters since.
  • 2,739 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Bank OZK's 13F filing for Q2 2026, filed 17 Aug 2026.