BankPlus Trust Department’s Morgan Stanley MS Stock Holding History

BankPlus Trust Department’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	$2.51M	Buy	11,990 +777	+7%	+$154K	0.59%	38
2026 Q1	$1.85M	Buy	11,213 +7,687	+218%	+$1.33M	0.49%	49
2025 Q4	$626K	Sell	3,526 -705	-17%	-$118K	0.16%	107
2025 Q3	$673K	Hold	4,231	–	–	0.18%	105
2025 Q2	$596K	Sell	4,231 -198	-4%	-$24.3K	0.18%	100
2025 Q1	$517K	Buy	4,429 +232	+6%	+$29.9K	0.17%	97
2024 Q4	$528K	Buy	+4,197	New	+$517K	0.17%	100

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

BankPlus Trust Department's MS Position: Q2 2026 in Review

BankPlus Trust Department increased its Morgan Stanley (MS) stake by 6.9% in Q2 2026, buying an estimated $154K and bringing the position to 11,990 shares worth $2.51M. The position accounts for 0.59% of the portfolio, ranked #38.

BankPlus Trust Department first reported a position in MS in Q4 2024 and has held it in 7 quarters since. 2,742 funds tracked by Wall St. Rank hold MS as of Q2 2026.

BankPlus Trust Department held 11,990 shares of Morgan Stanley worth $2.51M as of Q2 2026.
BankPlus Trust Department bought 777 Morgan Stanley shares in Q2 2026, an estimated $154K.
Morgan Stanley made up 0.59% of BankPlus Trust Department's portfolio in Q2 2026, its #38 holding.
BankPlus Trust Department first reported a position in Morgan Stanley in Q4 2024 and has held it in 7 quarters since.
2,742 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on BankPlus Trust Department's 13F filing for Q2 2026, filed 28 Jul 2026.