CoreFirst Bank & Trust’s Morgan Stanley MS Stock Holding History

CoreFirst Bank & Trust’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
2025 Q3	–	Sell	-300	Closed	-$42.3K	–	339
2025 Q2	$42.3K	Buy	+300	New	+$36.8K	0.02%	222
2025 Q1	–	Sell	-661	Closed	-$83.1K	–	261
2024 Q4	$83.1K	Hold	661	–	–	0.05%	172
2024 Q3	$68.9K	Buy	+661	New	+$66.6K	0.04%	195
2024 Q2	–	Sell	-661	Closed	-$62.2K	–	272
2024 Q1	$62.2K	Hold	661	–	–	0.04%	206
2023 Q4	$61.6K	Hold	661	–	–	0.04%	206
2023 Q3	$54K	Hold	661	–	–	0.04%	223
2023 Q2	$56.4K	Sell	661 -150	-18%	-$12.8K	0.04%	216
2023 Q1	$71.2K	Hold	811	–	–	0.05%	194
2022 Q4	$69K	Hold	811	–	–	0.05%	211
2022 Q3	$64K	Hold	811	–	–	0.06%	196
2022 Q2	$62K	Hold	811	–	–	0.05%	194
2022 Q1	$71K	Hold	811	–	–	0.05%	207
2021 Q4	$80K	Hold	811	–	–	0.05%	206
2021 Q3	$79K	Hold	811	–	–	0.05%	201
2021 Q2	$74K	Hold	811	–	–	0.05%	211
2021 Q1	$63K	Hold	811	–	–	0.04%	221
2020 Q4	$56K	Buy	+811	New	+$46.5K	0.04%	214

Other funds holding MS

Mitsubishi UFJ Financial Group Tokyo, Japan $78.8B AUM 48.4% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

CoreFirst Bank & Trust's MS Position: Q3 2025 in Review

CoreFirst Bank & Trust sold out of Morgan Stanley (MS) in Q3 2025, closing a stake of 300 shares — an estimated $42.3K sold.

CoreFirst Bank & Trust first reported a position in MS in Q4 2020 and held it in 17 quarters. The position peaked at $83.1K in Q4 2024. 2,265 funds tracked by Wall St. Rank hold MS as of Q3 2025.

CoreFirst Bank & Trust reported no remaining Morgan Stanley position as of Q3 2025 after selling out during the quarter.
CoreFirst Bank & Trust sold 300 Morgan Stanley shares in Q3 2025, an estimated $42.3K.
CoreFirst Bank & Trust first reported a position in Morgan Stanley in Q4 2020 and held it in 17 quarters.
CoreFirst Bank & Trust's Morgan Stanley position peaked at $83.1K in Q4 2024.
2,265 funds tracked by Wall St. Rank held Morgan Stanley as of Q3 2025.

Based on CoreFirst Bank & Trust's 13F filing for Q3 2025, filed 13 Nov 2025.