Community Financial Services Group’s Morgan Stanley MS Stock Holding History

Community Financial Services 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 Q2	$32K	Buy	151 +113	+297%	+$22.4K	﹤0.01%	268
2026 Q1	$6.31K	Buy	+38	New	+$6.58K	﹤0.01%	361

Other funds holding MS

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

HCM

Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return

OIAM

OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

AAMU

AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return

DLA

Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

CRM

Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return

GIA

Gateway Investment Advisers Cincinnati, Ohio $10.1B AUM 40.26% 1-Year Est. Return

Community Financial Services Group's MS Position: Q2 2026 in Review

Community Financial Services Group increased its Morgan Stanley (MS) stake by 297% in Q2 2026, buying an estimated $22.4K and bringing the position to 151 shares worth $32K. The position accounts for ﹤0.01% of the portfolio, ranked #268.

Community Financial Services Group first reported a position in MS in Q1 2026 and has held it in 2 quarters since. 614 funds tracked by Wall St. Rank hold MS as of Q2 2026.

Community Financial Services Group held 151 shares of Morgan Stanley worth $32K as of Q2 2026.
Community Financial Services Group bought 113 Morgan Stanley shares in Q2 2026, an estimated $22.4K.
Morgan Stanley made up ﹤0.01% of Community Financial Services Group's portfolio in Q2 2026, its #268 holding.
Community Financial Services Group first reported a position in Morgan Stanley in Q1 2026 and has held it in 2 quarters since.
614 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Community Financial Services Group's 13F filing for Q2 2026, filed 9 Jul 2026.