FPF
MS icon

First Pacific Financial’s Morgan Stanley MS Stock Holding History

First Pacific Financial’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 		$23.6K Sell
113
-4
-3% -$792 ﹤0.01% 310
2026
Q1 		$19.3K Buy
117
+5
+4% +$866 ﹤0.01% 313
2025
Q4 		$19.8K Buy
112
+1
+0.9% +$167 ﹤0.01% 292
2025
Q3 		$17.6K Hold
111
– – ﹤0.01% 293
2025
Q2 		$15.6K Hold
111
– – ﹤0.01% 297
2025
Q1 		$13K Buy
+111
New +$14.3K ﹤0.01% 286
2024
Q2 		– Sell
-35
Closed -$3.3K – 442
2024
Q1 		$3.3K Buy
+35
New +$3.08K ﹤0.01% 324

Other funds holding MS

Robeco Institutional Asset Management
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
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
OIAM
OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Swedbank
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
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

First Pacific Financial's MS Position: Q2 2026 in Review

First Pacific Financial reduced its Morgan Stanley (MS) stake by 3.4% in Q2 2026, selling an estimated $792 and leaving 113 shares worth $23.6K. The position accounts for ﹤0.01% of the portfolio, ranked #310.

First Pacific Financial first reported a position in MS in Q1 2024 and has held it in 7 quarters since. 863 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • First Pacific Financial held 113 shares of Morgan Stanley worth $23.6K as of Q2 2026.
  • First Pacific Financial sold 4 Morgan Stanley shares in Q2 2026, an estimated $792.
  • Morgan Stanley made up ﹤0.01% of First Pacific Financial's portfolio in Q2 2026, its #310 holding.
  • First Pacific Financial first reported a position in Morgan Stanley in Q1 2024 and has held it in 7 quarters since.
  • 863 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on First Pacific Financial's 13F filing for Q2 2026, filed 20 Jul 2026.