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BOK Financial’s Morgan Stanley MS Stock Holding History

BOK 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
Q1 		$16.6M Sell
101,153
-4,177
-4% -$723K 0.25% 79
2025
Q4 		$18.7M Sell
105,330
-6,650
-6% -$1.11M 0.29% 71
2025
Q3 		$17.8M Sell
111,980
-4,065
-4% -$600K 0.27% 75
2025
Q2 		$16.3M Sell
116,045
-29,900
-20% -$3.67M 0.26% 73
2025
Q1 		$17M Sell
145,945
-1,610
-1% -$207K 0.3% 66
2024
Q4 		$18.2M Sell
147,555
-2,526
-2% -$311K 0.31% 62
2024
Q3 		$15.7M Buy
150,081
+10,730
+8% +$1.08M 0.28% 71
2024
Q2 		$13.5M Buy
139,351
+42,756
+44% +$4.07M 0.24% 82
2024
Q1 		$9.03M Buy
96,595
+43,417
+82% +$3.82M 0.16% 131
2023
Q4 		$4.96M Sell
53,178
-25,715
-33% -$2.06M 0.1% 199
2023
Q3 		$5.59M Sell
78,893
-12,437
-14% -$1.08M 0.12% 162
2023
Q2 		$7.8M Sell
91,330
-3,506
-4% -$300K 0.16% 141
2023
Q1 		$8.33M Buy
94,836
+7,689
+9% +$718K 0.17% 132
2022
Q4 		$7.41M Sell
87,147
-42,077
-33% -$3.59M 0.14% 158
2022
Q3 		$10.2M Buy
129,224
+817
+0.6% +$68.9K 0.21% 112
2022
Q2 		$9.77M Sell
128,407
-546
-0.4% -$44.7K 0.19% 121
2022
Q1 		$11.3M Sell
128,953
-12,067
-9% -$1.16M 0.19% 121
2021
Q4 		$13.8M Buy
141,020
+6,326
+5% +$630K 0.21% 105
2021
Q3 		$13.1M Buy
+134,694
New +$13.3M 0.23% 98
2021
Q1 		$2.17M Buy
27,889
+7,555
+37% +$579K 0.04% 374
2020
Q4 		$1.39M Sell
20,334
-32,308
-61% -$1.85M 0.03% 445
2020
Q3 		$2.54M Buy
52,642
+20,466
+64% +$1.03M 0.06% 279
2020
Q2 		$1.55M Buy
32,176
+842
+3% +$35.4K 0.04% 380
2020
Q1 		$1.06M Buy
31,334
+4,287
+16% +$202K 0.03% 406
2019
Q4 		$1.38M Buy
27,047
+2,790
+12% +$132K 0.03% 437
2019
Q3 		$1.03M Sell
24,257
-3,400
-12% -$145K 0.02% 487
2019
Q2 		$1.21M Buy
27,657
+2,581
+10% +$115K 0.03% 450
2019
Q1 		$1.06M Buy
25,076
+738
+3% +$31.1K 0.03% 470
2018
Q4 		$965K Sell
24,338
-33,774
-58% -$1.47M 0.03% 463
2018
Q3 		$2.71M Sell
58,112
-7,947
-12% -$388K 0.07% 310
2018
Q2 		$3.13M Sell
66,059
-3,130
-5% -$164K 0.08% 279
2018
Q1 		$3.73M Buy
69,189
+7,583
+12% +$420K 0.11% 236
2017
Q4 		$3.23M Sell
61,606
-1,204
-2% -$60.9K 0.09% 264
2017
Q3 		$3.02M Buy
62,810
+347
+0.6% +$16.1K 0.09% 252
2017
Q2 		$2.78M Sell
62,463
-775
-1% -$33.4K 0.09% 248
2017
Q1 		$2.71M Buy
63,238
+2,071
+3% +$91.9K 0.08% 260
2016
Q4 		$2.58M Sell
61,167
-883
-1% -$33.4K 0.09% 256
2016
Q3 		$1.99M Buy
62,050
+46,587
+301% +$1.39M 0.07% 327
2016
Q2 		$402K Sell
15,463
-2,940
-16% -$76.9K 0.01% 641
2016
Q1 		$460K Buy
18,403
+11,723
+175% +$299K 0.02% 593
2015
Q4 		$213K Buy
6,680
+201
+3% +$6.68K 0.01% 781
2015
Q3 		$204K Buy
6,479
+169
+3% +$6.15K 0.01% 776
2015
Q2 		$245K Buy
6,310
+117
+2% +$4.45K 0.01% 750
2015
Q1 		$221K Buy
+6,193
New +$222K 0.01% 755
2014
Q3 		– Sell
-17,005
Closed -$550K – 894
2014
Q2 		$550K Buy
17,005
+295
+2% +$9.1K 0.02% 593
2014
Q1 		$521K Buy
16,710
+2,272
+16% +$70.2K 0.02% 616
2013
Q4 		$453K Sell
14,438
-6
-0% -$178 0.02% 647
2013
Q3 		$389K Buy
14,444
+264
+2% +$7.08K 0.01% 636
2013
Q2 		$347K Buy
+14,180
New +$336K 0.01% 627

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

BOK Financial's MS Position: Q1 2026 in Review

BOK Financial reduced its Morgan Stanley (MS) stake by 4% in Q1 2026, selling an estimated $723K and leaving 101,153 shares worth $16.6M. The position accounts for 0.25% of the portfolio, ranked #79.

BOK Financial first reported a position in MS in Q2 2013 and has held it in 49 quarters since. The position peaked at $18.7M in Q4 2025. 2,489 funds tracked by Wall St. Rank hold MS as of Q1 2026.

  • BOK Financial held 101,153 shares of Morgan Stanley worth $16.6M as of Q1 2026.
  • BOK Financial sold 4,177 Morgan Stanley shares in Q1 2026, an estimated $723K.
  • Morgan Stanley made up 0.25% of BOK Financial's portfolio in Q1 2026, its #79 holding.
  • BOK Financial first reported a position in Morgan Stanley in Q2 2013 and has held it in 49 quarters since.
  • BOK Financial's Morgan Stanley position peaked at $18.7M in Q4 2025.
  • 2,489 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on BOK Financial's 13F filing for Q1 2026, filed 8 May 2026.