BTD
MS icon

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
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
Mitsubishi UFJ Financial Group Tokyo, Japan $62.1B AUM 41.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

BankPlus Trust Department's MS Position: Q1 2026 in Review

BankPlus Trust Department increased its Morgan Stanley (MS) stake by 218% in Q1 2026, buying an estimated $1.33M and bringing the position to 11,213 shares worth $1.85M. The position accounts for 0.49% of the portfolio, ranked #49.

BankPlus Trust Department first reported a position in MS in Q4 2024 and has held it in 6 quarters since. 2,487 funds tracked by Wall St. Rank hold MS as of Q1 2026.

  • BankPlus Trust Department held 11,213 shares of Morgan Stanley worth $1.85M as of Q1 2026.
  • BankPlus Trust Department bought 7,687 Morgan Stanley shares in Q1 2026, an estimated $1.33M.
  • Morgan Stanley made up 0.49% of BankPlus Trust Department's portfolio in Q1 2026, its #49 holding.
  • BankPlus Trust Department first reported a position in Morgan Stanley in Q4 2024 and has held it in 6 quarters since.
  • 2,487 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on BankPlus Trust Department's 13F filing for Q1 2026, filed 11 May 2026.