First County Bank
MS icon

First County Bank’s Morgan Stanley MS Stock Holding History

First County Bank’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 		$631K Buy
3,357
+218
+7% +$46.3K 0.29% 80
2026
Q2 		$656K Sell
3,139
-20
-0.6% -$3.96K 0.31% 83
2026
Q1 		$520K Buy
3,159
+241
+8% +$41.7K 0.28% 99
2025
Q4 		$518K Sell
2,918
-358
-11% -$59.7K 0.27% 97
2025
Q3 		$521K Sell
3,276
-1,608
-33% -$237K 0.27% 100
2025
Q2 		$688K Sell
4,884
-184
-4% -$22.6K 0.37% 83
2025
Q1 		$591K Sell
5,068
-172
-3% -$22.2K 0.33% 91
2024
Q4 		$659K Buy
5,240
+980
+23% +$121K 0.37% 82
2024
Q3 		$444K Buy
4,260
+547
+15% +$55.1K 0.22% 107
2024
Q2 		$361K Sell
3,713
-94
-2% -$8.95K 0.19% 116
2024
Q1 		$358K Sell
3,807
-553
-13% -$48.7K 0.18% 120
2023
Q4 		$407K Sell
4,360
-34
-0.8% -$2.72K 0.2% 116
2023
Q3 		$359K Sell
4,394
-710
-14% -$61.6K 0.19% 120
2023
Q2 		$436K Sell
5,104
-678
-12% -$58K 0.21% 116
2023
Q1 		$508K Sell
5,782
-106
-2% -$9.9K 0.25% 113
2022
Q4 		$501K Buy
+5,888
New +$502K 0.24% 106

Other funds holding MS

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 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
Cardano Risk Management
Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return
Gateway Investment Advisers
Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return

First County Bank's MS Position: Q3 2026 in Review

First County Bank increased its Morgan Stanley (MS) stake by 6.9% in Q3 2026, buying an estimated $46.3K and bringing the position to 3,357 shares worth $631K. The position accounts for 0.29% of the portfolio, ranked #80.

First County Bank first reported a position in MS in Q4 2022 and has held it in 16 quarters since. The position peaked at $688K in Q2 2025. 774 funds tracked by Wall St. Rank hold MS as of Q3 2026.

  • First County Bank held 3,357 shares of Morgan Stanley worth $631K as of Q3 2026.
  • First County Bank bought 218 Morgan Stanley shares in Q3 2026, an estimated $46.3K.
  • Morgan Stanley made up 0.29% of First County Bank's portfolio in Q3 2026, its #80 holding.
  • First County Bank first reported a position in Morgan Stanley in Q4 2022 and has held it in 16 quarters since.
  • First County Bank's Morgan Stanley position peaked at $688K in Q2 2025.
  • 774 funds tracked by Wall St. Rank held Morgan Stanley as of Q3 2026.

Based on First County Bank's 13F filing for Q3 2026, filed 13 Oct 2026.