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 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%	-$9.73K	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

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

HCM

Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return

OIAM

OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

AAMU

AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return

DLA

Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

CRM

Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return

GIA

Gateway Investment Advisers Cincinnati, Ohio $10.1B AUM 40.26% 1-Year Est. Return

First Citizens Financial Corp's MS Position: Q2 2026 in Review

First Citizens Financial Corp reduced its Morgan Stanley (MS) stake by 8.6% in Q2 2026, selling an estimated $174K and leaving 9,378 shares worth $1.96M. The position accounts for 0.82% of the portfolio, ranked #36.

First Citizens Financial Corp first reported a position in MS in Q2 2020 and has held it in 24 quarters since. 675 funds tracked by Wall St. Rank hold MS as of Q2 2026.

First Citizens Financial Corp held 9,378 shares of Morgan Stanley worth $1.96M as of Q2 2026.
First Citizens Financial Corp sold 878 Morgan Stanley shares in Q2 2026, an estimated $174K.
Morgan Stanley made up 0.82% of First Citizens Financial Corp's portfolio in Q2 2026, its #36 holding.
First Citizens Financial Corp first reported a position in Morgan Stanley in Q2 2020 and has held it in 24 quarters since.
675 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on First Citizens Financial Corp's 13F filing for Q2 2026, filed 7 Jul 2026.