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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
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 $62.1B AUM 41.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

First Business Financial Services's MS Position: Q1 2026 in Review

First Business Financial Services held its Morgan Stanley (MS) position steady in Q1 2026 at 2,076 shares worth $342K. The position accounts for 0.03% of the portfolio, ranked #142.

First Business Financial Services first reported a position in MS in Q4 2024 and has held it in 6 quarters since. The position peaked at $369K in Q4 2025. 2,490 funds tracked by Wall St. Rank hold MS as of Q1 2026.

  • First Business Financial Services held 2,076 shares of Morgan Stanley worth $342K as of Q1 2026.
  • First Business Financial Services left its Morgan Stanley share count unchanged in Q1 2026.
  • Morgan Stanley made up 0.03% of First Business Financial Services's portfolio in Q1 2026, its #142 holding.
  • First Business Financial Services first reported a position in Morgan Stanley in Q4 2024 and has held it in 6 quarters since.
  • First Business Financial Services's Morgan Stanley position peaked at $369K in Q4 2025.
  • 2,490 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on First Business Financial Services's 13F filing for Q1 2026, filed 1 May 2026.