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Citizens Financial Group’s Morgan Stanley MS Stock Holding History

Citizens Financial Group’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 		$10.8M Sell
65,709
-5,992
-8% -$1.04M 0.15% 113
2025
Q4 		$12.7M Buy
71,701
+1,833
+3% +$306K 0.17% 106
2025
Q3 		$11.1M Buy
69,868
+11,167
+19% +$1.65M 0.15% 119
2025
Q2 		$8.27M Buy
58,701
+1,688
+3% +$207K 0.13% 133
2025
Q1 		$6.65M Buy
57,013
+1,993
+4% +$257K 0.13% 135
2024
Q4 		$6.92M Buy
55,020
+9,876
+22% +$1.22M 0.13% 129
2024
Q3 		$4.71M Buy
45,144
+7,151
+19% +$720K 0.09% 150
2024
Q2 		$3.69M Buy
37,993
+21,921
+136% +$2.09M 0.08% 157
2024
Q1 		$1.51M Sell
16,072
-1,313
-8% -$116K 0.05% 175
2023
Q4 		$1.62M Buy
17,385
+2,758
+19% +$221K 0.06% 178
2023
Q3 		$1.19M Buy
14,627
+7,528
+106% +$654K 0.05% 173
2023
Q2 		$606K Sell
7,099
-5,302
-43% -$453K 0.02% 249
2023
Q1 		$1.09M Sell
12,401
-673
-5% -$62.8K 0.04% 217
2022
Q4 		$1.11M Sell
13,074
-53
-0.4% -$4.52K 0.04% 187
2022
Q3 		$1.04M Sell
13,127
-486
-4% -$41K 0.05% 188
2022
Q2 		$1.03M Sell
13,613
-691
-5% -$56.6K 0.04% 195
2022
Q1 		$1.25M Buy
14,304
+561
+4% +$54.1K 0.04% 191
2021
Q4 		$1.29M Buy
13,743
+252
+2% +$25.1K 0.04% 193
2021
Q3 		$1.31M Buy
13,491
+7,337
+119% +$727K 0.05% 189
2021
Q2 		$564K Buy
6,154
+1,807
+42% +$155K 0.02% 224
2021
Q1 		$338K Buy
4,347
+1,323
+44% +$101K 0.02% 244
2020
Q4 		$207K Sell
3,024
-1,231
-29% -$70.6K 0.01% 284
2020
Q3 		$204K Sell
4,255
-1,158
-21% -$58.3K 0.01% 243
2020
Q2 		$262K Sell
5,413
-13,336
-71% -$560K 0.02% 249
2020
Q1 		$637K Buy
18,749
+15,426
+464% +$727K 0.05% 163
2019
Q4 		$170K Buy
3,323
+2,219
+201% +$105K 0.01% 271
2019
Q3 		$47K Buy
1,104
+321
+41% +$13.7K ﹤0.01% 372
2019
Q2 		$34K Buy
783
+8
+1% +$357 ﹤0.01% 398
2019
Q1 		$32K Buy
775
+245
+46% +$10.3K ﹤0.01% 396
2018
Q4 		$21K Hold
530
– – ﹤0.01% 350
2018
Q3 		$25K Hold
530
– – ﹤0.01% 372
2018
Q2 		$25K Sell
530
-7,774
-94% -$406K ﹤0.01% 347
2018
Q1 		$448K Sell
8,304
-264
-3% -$14.6K 0.04% 170
2017
Q4 		$450K Buy
8,568
+293
+4% +$14.8K 0.04% 167
2017
Q3 		$399K Sell
8,275
-285
-3% -$13.2K 0.03% 175
2017
Q2 		$382K Buy
8,560
+3,275
+62% +$141K 0.03% 181
2017
Q1 		$226K Sell
5,285
-575
-10% -$25.5K 0.02% 224
2016
Q4 		$248K Hold
5,860
– – 0.02% 211
2016
Q3 		$188K Hold
5,860
– – 0.02% 235
2016
Q2 		$152K Hold
5,860
– – 0.01% 249
2016
Q1 		$147K Sell
5,860
-790
-12% -$20.2K 0.01% 251
2015
Q4 		$224K Buy
+6,650
New +$221K 0.02% 222

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

Citizens Financial Group's MS Position: Q1 2026 in Review

Citizens Financial Group reduced its Morgan Stanley (MS) stake by 8.4% in Q1 2026, selling an estimated $1.04M and leaving 65,709 shares worth $10.8M. The position accounts for 0.15% of the portfolio, ranked #113.

Citizens Financial Group first reported a position in MS in Q4 2015 and has held it in 42 quarters since. The position peaked at $12.7M in Q4 2025. 2,487 funds tracked by Wall St. Rank hold MS as of Q1 2026.

  • Citizens Financial Group held 65,709 shares of Morgan Stanley worth $10.8M as of Q1 2026.
  • Citizens Financial Group sold 5,992 Morgan Stanley shares in Q1 2026, an estimated $1.04M.
  • Morgan Stanley made up 0.15% of Citizens Financial Group's portfolio in Q1 2026, its #113 holding.
  • Citizens Financial Group first reported a position in Morgan Stanley in Q4 2015 and has held it in 42 quarters since.
  • Citizens Financial Group's Morgan Stanley position peaked at $12.7M in Q4 2025.
  • 2,487 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on Citizens Financial Group's 13F filing for Q1 2026, filed 1 May 2026.