CBU
MS icon

CIBC Bancorp USA’s Morgan Stanley MS Stock Holding History

CIBC Bancorp USA’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 		$95.1M Sell
455,369
-50,537
-10% -$10M 0.12% 167
2026
Q1 		$83.3M Buy
+505,906
New +$87.6M 0.11% 169
2025
Q3 		$26.5M Buy
+166,854
New +$24.6M 0.15% 107

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

CIBC Bancorp USA's MS Position: Q2 2026 in Review

CIBC Bancorp USA reduced its Morgan Stanley (MS) stake by 10% in Q2 2026, selling an estimated $10M and leaving 455,369 shares worth $95.1M. The position accounts for 0.12% of the portfolio, ranked #167.

CIBC Bancorp USA first reported a position in MS in Q3 2025 and has held it in 3 quarters since. 2,615 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • CIBC Bancorp USA held 455,369 shares of Morgan Stanley worth $95.1M as of Q2 2026.
  • CIBC Bancorp USA sold 50,537 Morgan Stanley shares in Q2 2026, an estimated $10M.
  • Morgan Stanley made up 0.12% of CIBC Bancorp USA's portfolio in Q2 2026, its #167 holding.
  • CIBC Bancorp USA first reported a position in Morgan Stanley in Q3 2025 and has held it in 3 quarters since.
  • 2,615 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on CIBC Bancorp USA's 13F filing for Q2 2026, filed 13 Aug 2026.