JC
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JBF Capital’s Morgan Stanley MS Stock Holding History

JBF 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
Q2 		$20.9M Buy
100,000
+75,000
+300% +$14.9M 2.74% 7
2026
Q1 		$4.11M Buy
+25,000
New +$4.33M 0.61% 19
2014
Q1 		– Sell
-193,700
Closed -$6.07M – 112
2013
Q4 		$6.07M Hold
193,700
– – 0.96% 9
2013
Q3 		$5.22M Hold
193,700
– – 0.96% 15
2013
Q2 		$4.73M Buy
+193,700
New +$4.59M 0.87% 23

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 $3.37T AUM 44.26% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
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
VPM
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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

JBF Capital's MS Position: Q2 2026 in Review

JBF Capital increased its Morgan Stanley (MS) stake by 300% in Q2 2026, buying an estimated $14.9M and bringing the position to 100,000 shares worth $20.9M. The position accounts for 2.74% of the portfolio, ranked #7.

JBF Capital first reported a position in MS in Q2 2013 and has held it in 5 quarters since. 2,330 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • JBF Capital held 100,000 shares of Morgan Stanley worth $20.9M as of Q2 2026.
  • JBF Capital bought 75,000 Morgan Stanley shares in Q2 2026, an estimated $14.9M.
  • Morgan Stanley made up 2.74% of JBF Capital's portfolio in Q2 2026, its #7 holding.
  • JBF Capital first reported a position in Morgan Stanley in Q2 2013 and has held it in 5 quarters since.
  • 2,330 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on JBF Capital's 13F filing for Q2 2026, filed 13 Aug 2026.