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First Business Financial Services’s Morgan Stanley MS Stock Holding History

First Business Financial Services’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 		$444K Buy
2,126
+50
+2% +$9.9K 0.03% 137
2026
Q1 		$342K Hold
2,076
– – 0.03% 142
2025
Q4 		$369K Sell
2,076
-8
-0.4% -$1.33K 0.03% 132
2025
Q3 		$331K Hold
2,084
– – 0.03% 152
2025
Q2 		$294K Hold
2,084
– – 0.03% 157
2025
Q1 		$243K Buy
2,084
+322
+18% +$41.5K 0.02% 151
2024
Q4 		$222K Buy
+1,762
New +$217K 0.02% 155

Other funds holding MS

Mitsubishi UFJ Financial Group
Mitsubishi UFJ Financial Group Tokyo, Japan $78.8B AUM 48.4% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

First Business Financial Services's MS Position: Q2 2026 in Review

First Business Financial Services increased its Morgan Stanley (MS) stake by 2.4% in Q2 2026, buying an estimated $9.9K and bringing the position to 2,126 shares worth $444K. The position accounts for 0.03% of the portfolio, ranked #137.

First Business Financial Services first reported a position in MS in Q4 2024 and has held it in 7 quarters since. 2,745 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • First Business Financial Services held 2,126 shares of Morgan Stanley worth $444K as of Q2 2026.
  • First Business Financial Services bought 50 Morgan Stanley shares in Q2 2026, an estimated $9.9K.
  • Morgan Stanley made up 0.03% of First Business Financial Services's portfolio in Q2 2026, its #137 holding.
  • First Business Financial Services first reported a position in Morgan Stanley in Q4 2024 and has held it in 7 quarters since.
  • 2,745 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on First Business Financial Services's 13F filing for Q2 2026, filed 28 Jul 2026.