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First Citizens Financial Corp’s Morgan Stanley MS Stock Holding History

First Citizens Financial Corp’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 		$1.75M Sell
9,319
-59
-0.6% -$12.5K 0.74% 38
2026
Q2 		$1.96M Sell
9,378
-878
-9% -$174K 0.82% 36
2026
Q1 		$1.69M Buy
10,256
+124
+1% +$21.5K 0.8% 39
2025
Q4 		$1.8M Buy
10,132
+148
+1% +$24.7K 0.89% 31
2025
Q3 		$1.59M Buy
9,984
+444
+5% +$65.6K 0.78% 37
2025
Q2 		$1.34M Buy
9,540
+516
+6% +$63.4K 0.74% 37
2025
Q1 		$1.05M Buy
9,024
+25
+0.3% +$3.22K 0.6% 46
2024
Q4 		$1.13M Sell
8,999
-320
-3% -$39.4K 0.61% 40
2024
Q3 		$971K Buy
9,319
+69
+0.7% +$6.95K 0.51% 48
2024
Q2 		$899K Hold
9,250
– – 0.53% 48
2024
Q1 		$871K Buy
9,250
+42
+0.5% +$3.7K 0.52% 50
2023
Q4 		$859K Hold
9,208
– – 0.55% 47
2023
Q3 		$752K Hold
9,208
– – 0.53% 43
2023
Q2 		$786K Buy
+9,208
New +$787K 0.53% 38
2022
Q4 		$358K Hold
4,208
– – 0.31% 63
2022
Q3 		$332K Hold
4,208
– – 0.33% 61
2022
Q2 		$320K Hold
4,208
– – 0.28% 67
2022
Q1 		$368K Hold
4,208
– – 0.28% 67
2021
Q4 		$413K Sell
4,208
-109
-3% -$10.9K 0.3% 62
2021
Q3 		$420K Sell
4,317
-260
-6% -$25.8K 0.34% 59
2021
Q2 		$420K Hold
4,577
– – 0.32% 67
2021
Q1 		$355K Sell
4,577
-127
-3% -$9.7K 0.29% 69
2020
Q4 		$322K Buy
4,704
+444
+10% +$25.5K 0.28% 71
2020
Q3 		$206K Hold
4,260
– – 0.2% 97
2020
Q2 		$206K Buy
+4,260
New +$179K 0.21% 91

Other funds holding MS

Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Hamlin Capital Management
Hamlin Capital Management New York $4.04B AUM 11.59% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Douglas Lane & Associates
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
UniSuper Management
UniSuper Management Melbourne, Victoria, Australia $20.4B AUM 33.79% 1-Year Est. Return
Cardano Risk Management
Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return

First Citizens Financial Corp's MS Position: Q3 2026 in Review

First Citizens Financial Corp reduced its Morgan Stanley (MS) stake by 0.63% in Q3 2026, selling an estimated $12.5K and leaving 9,319 shares worth $1.75M. The position accounts for 0.74% of the portfolio, ranked #38.

First Citizens Financial Corp first reported a position in MS in Q2 2020 and has held it in 25 quarters since. The position peaked at $1.96M in Q2 2026. 989 funds tracked by Wall St. Rank hold MS as of Q3 2026.

  • First Citizens Financial Corp held 9,319 shares of Morgan Stanley worth $1.75M as of Q3 2026.
  • First Citizens Financial Corp sold 59 Morgan Stanley shares in Q3 2026, an estimated $12.5K.
  • Morgan Stanley made up 0.74% of First Citizens Financial Corp's portfolio in Q3 2026, its #38 holding.
  • First Citizens Financial Corp first reported a position in Morgan Stanley in Q2 2020 and has held it in 25 quarters since.
  • First Citizens Financial Corp's Morgan Stanley position peaked at $1.96M in Q2 2026.
  • 989 funds tracked by Wall St. Rank held Morgan Stanley as of Q3 2026.

Based on First Citizens Financial Corp's 13F filing for Q3 2026, filed 2 Oct 2026.