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BFC Planning, Inc.’s Morgan Stanley MS Stock Holding History

BFC Planning, Inc.’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 		$3.36M Buy
16,067
+2,549
+19% +$505K 0.14% 163
2026
Q1 		$2.22M Sell
13,518
-9,303
-41% -$1.61M 0.1% 211
2025
Q4 		$4.05M Buy
22,821
+18,456
+423% +$3.08M 0.18% 114
2025
Q3 		$694K Sell
4,365
-1,673
-28% -$247K 0.05% 307
2025
Q2 		$850K Buy
6,038
+283
+5% +$34.8K 0.07% 255
2025
Q1 		$672K Sell
5,755
-87
-1% -$11.2K 0.06% 272
2024
Q4 		$735K Buy
+5,842
New +$719K 0.06% 262

Other funds holding MS

Mitsubishi UFJ Financial Group
Mitsubishi UFJ Financial Group Tokyo, Japan $78.8B AUM 48.4% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

BFC Planning, Inc.'s MS Position: Q2 2026 in Review

BFC Planning, Inc. increased its Morgan Stanley (MS) stake by 19% in Q2 2026, buying an estimated $505K and bringing the position to 16,067 shares worth $3.36M. The position accounts for 0.14% of the portfolio, ranked #163.

BFC Planning, Inc. first reported a position in MS in Q4 2024 and has held it in 7 quarters since. The position peaked at $4.05M in Q4 2025. 2,756 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • BFC Planning, Inc. held 16,067 shares of Morgan Stanley worth $3.36M as of Q2 2026.
  • BFC Planning, Inc. bought 2,549 Morgan Stanley shares in Q2 2026, an estimated $505K.
  • Morgan Stanley made up 0.14% of BFC Planning, Inc.'s portfolio in Q2 2026, its #163 holding.
  • BFC Planning, Inc. first reported a position in Morgan Stanley in Q4 2024 and has held it in 7 quarters since.
  • BFC Planning, Inc.'s Morgan Stanley position peaked at $4.05M in Q4 2025.
  • 2,756 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on BFC Planning, Inc.'s 13F filing for Q2 2026, filed 29 Oct 2026.