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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
Q3 		$833K Buy
4,431
+4,280
+2,834% +$909K 0.13% 82
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

Mitsubishi UFJ Financial Group
Mitsubishi UFJ Financial Group Tokyo, Japan $70.7B AUM 18.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Community Financial Services Group's MS Position: Q3 2026 in Review

Community Financial Services Group increased its Morgan Stanley (MS) stake by 2,834% in Q3 2026, buying an estimated $909K and bringing the position to 4,431 shares worth $833K. The position accounts for 0.13% of the portfolio, ranked #82.

Community Financial Services Group first reported a position in MS in Q1 2026 and has held it in 3 quarters since. 1,818 funds tracked by Wall St. Rank hold MS as of Q3 2026.

  • Community Financial Services Group held 4,431 shares of Morgan Stanley worth $833K as of Q3 2026.
  • Community Financial Services Group bought 4,280 Morgan Stanley shares in Q3 2026, an estimated $909K.
  • Morgan Stanley made up 0.13% of Community Financial Services Group's portfolio in Q3 2026, its #82 holding.
  • Community Financial Services Group first reported a position in Morgan Stanley in Q1 2026 and has held it in 3 quarters since.
  • 1,818 funds tracked by Wall St. Rank held Morgan Stanley as of Q3 2026.

Based on Community Financial Services Group's 13F filing for Q3 2026, filed 15 Oct 2026.