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

Mitsubishi UFJ Financial Group Tokyo, Japan $62.1B AUM 41.06% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Capital International Investors

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Fisher Asset Management

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Capital Research Global Investors

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return