JB Capital
MS icon

JB Capital’s Morgan Stanley MS Stock Holding History

JB Capital’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 		$373K Buy
1,981
+92
+5% +$19.5K 0.01% 193
2026
Q2 		$395K Sell
1,889
-48
-2% -$9.5K 0.01% 199
2026
Q1 		$319K Buy
1,937
+47
+2% +$8.14K 0.01% 209
2025
Q4 		$336K Buy
1,890
+5
+0.3% +$834 0.01% 205
2025
Q3 		$300K Buy
1,885
+30
+2% +$4.43K 0.01% 208
2025
Q2 		$261K Buy
1,855
+68
+4% +$8.35K 0.01% 212
2025
Q1 		$209K Buy
1,787
+16
+0.9% +$2.06K 0.01% 213
2024
Q4 		$223K Sell
1,771
-172
-9% -$21.2K 0.01% 207
2024
Q3 		$202K Buy
+1,943
New +$196K 0.01% 212
2022
Q3 		– Sell
-14,640
Closed -$1.11M – 206
2022
Q2 		$1.11M Buy
14,640
+735
+5% +$60.2K 0.12% 86
2022
Q1 		$1.22M Buy
13,905
+1,031
+8% +$99.5K 0.12% 82
2021
Q4 		$1.26M Buy
12,874
+1,493
+13% +$149K 0.12% 84
2021
Q3 		$1.11M Buy
+11,381
New +$1.13M 0.14% 93

Other funds holding MS

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Hamlin Capital Management
Hamlin Capital Management New York $4.04B AUM 11.59% 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
Pinnacle Associates
Pinnacle Associates New York $8.92B AUM 43.91% 1-Year Est. Return
Border to Coast Pensions Partnership
Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return

JB Capital's MS Position: Q3 2026 in Review

JB Capital increased its Morgan Stanley (MS) stake by 4.9% in Q3 2026, buying an estimated $19.5K and bringing the position to 1,981 shares worth $373K. The position accounts for 0.01% of the portfolio, ranked #193.

JB Capital first reported a position in MS in Q3 2021 and has held it in 13 quarters since. The position peaked at $1.26M in Q4 2021. 634 funds tracked by Wall St. Rank hold MS as of Q3 2026.

  • JB Capital held 1,981 shares of Morgan Stanley worth $373K as of Q3 2026.
  • JB Capital bought 92 Morgan Stanley shares in Q3 2026, an estimated $19.5K.
  • Morgan Stanley made up 0.01% of JB Capital's portfolio in Q3 2026, its #193 holding.
  • JB Capital first reported a position in Morgan Stanley in Q3 2021 and has held it in 13 quarters since.
  • JB Capital's Morgan Stanley position peaked at $1.26M in Q4 2021.
  • 634 funds tracked by Wall St. Rank held Morgan Stanley as of Q3 2026.

Based on JB Capital's 13F filing for Q3 2026, filed 19 Oct 2026.