First Interstate Bank’s Morgan Stanley MS Stock Holding History

First Interstate 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 Q1	$651K	Sell	3,953 -800	-17%	-$139K	0.04%	116
2025 Q4	$844K	Hold	4,753	–	–	0.05%	107
2025 Q3	$756K	Buy	4,753 +1,800	+61%	+$266K	0.04%	114
2025 Q2	$416K	Hold	2,953	–	–	0.02%	131
2025 Q1	$345K	Sell	2,953 -47	-2%	-$6.06K	0.02%	133
2024 Q4	$377K	Sell	3,000 -18	-0.6%	-$2.22K	0.02%	131
2024 Q3	$315K	Buy	3,018 +18	+0.6%	+$1.81K	0.02%	145
2024 Q2	$292K	Sell	3,000 -90	-3%	-$8.57K	0.02%	143
2024 Q1	$291K	Sell	3,090 -10	-0.3%	-$881	0.02%	145
2023 Q4	$289K	Sell	3,100 -2,050	-40%	-$164K	0.02%	138
2023 Q3	$421K	Sell	5,150 -200	-4%	-$17.4K	0.04%	117
2023 Q2	$457K	Sell	5,350 -115	-2%	-$9.84K	0.04%	118
2023 Q1	$480K	Sell	5,465 -463	-8%	-$43.2K	0.04%	119
2022 Q4	$504K	Hold	5,928	–	–	0.04%	120
2022 Q3	$469K	Buy	5,928 +313	+6%	+$26.4K	0.04%	114
2022 Q2	$427K	Buy	+5,615	New	+$460K	0.03%	116
2020 Q2	–	Sell	-12,767	Closed	-$434K	–	171
2020 Q1	$434K	Sell	12,767 -45	-0.4%	-$2.12K	0.11%	103
2019 Q4	$655K	Sell	12,812 -280	-2%	-$13.3K	0.15%	90
2019 Q3	$559K	Buy	13,092 +2,822	+27%	+$121K	0.13%	95
2019 Q2	$450K	Buy	10,270 +959	+10%	+$42.8K	0.1%	116
2019 Q1	$393K	Buy	9,311 +1,220	+15%	+$51.3K	0.09%	124
2018 Q4	$321K	Buy	8,091 +50	+0.6%	+$2.18K	0.08%	132
2018 Q3	$374K	Sell	8,041 -118	-1%	-$5.76K	0.08%	130
2018 Q2	$387K	Hold	8,159	–	–	0.09%	126
2018 Q1	$440K	Sell	8,159 -90	-1%	-$4.98K	0.1%	115
2017 Q4	$432K	Hold	8,249	–	–	0.09%	117
2017 Q3	$397K	Buy	8,249 +280	+4%	+$13K	0.09%	123
2017 Q2	$355K	Buy	7,969 +2,739	+52%	+$118K	0.07%	131
2017 Q1	$224K	Hold	5,230	–	–	0.05%	166
2016 Q4	$221K	Buy	5,230 +4,377	+513%	+$166K	0.04%	163
2016 Q3	$27K	Buy	853 +203	+31%	+$6.05K	0.01%	432
2016 Q2	$17K	Hold	650	–	–	﹤0.01%	480
2016 Q1	$16K	Hold	650	–	–	﹤0.01%	504
2015 Q4	$21K	Hold	650	–	–	﹤0.01%	469
2015 Q3	$20K	Buy	+650	New	+$23.7K	﹤0.01%	492

Other funds holding MS

Mitsubishi UFJ Financial Group Tokyo, Japan $62.1B AUM 41.06% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

First Interstate Bank's MS Position: Q1 2026 in Review

First Interstate Bank reduced its Morgan Stanley (MS) stake by 17% in Q1 2026, selling an estimated $139K and leaving 3,953 shares worth $651K. The position accounts for 0.04% of the portfolio, ranked #116.

First Interstate Bank first reported a position in MS in Q3 2015 and has held it in 35 quarters since. The position peaked at $844K in Q4 2025. 2,487 funds tracked by Wall St. Rank hold MS as of Q1 2026.

First Interstate Bank held 3,953 shares of Morgan Stanley worth $651K as of Q1 2026.
First Interstate Bank sold 800 Morgan Stanley shares in Q1 2026, an estimated $139K.
Morgan Stanley made up 0.04% of First Interstate Bank's portfolio in Q1 2026, its #116 holding.
First Interstate Bank first reported a position in Morgan Stanley in Q3 2015 and has held it in 35 quarters since.
First Interstate Bank's Morgan Stanley position peaked at $844K in Q4 2025.
2,487 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on First Interstate Bank's 13F filing for Q1 2026, filed 29 Apr 2026.