M&T Bank’s Morgan Stanley MS Stock Holding History

M&T 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
2020 Q3	–	Sell	-37	Closed	-$4K	–	1638
2020 Q2	$4K	Buy	+37	New	+$1.55K	﹤0.01%	1561

Other funds holding MS

Mitsubishi UFJ Financial Group Tokyo, Japan $78.8B AUM 48.4% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

M&T Bank's MS Position: Q2 2026 in Review

M&T Bank reduced its Morgan Stanley (MS) stake by 0.29% in Q2 2026, selling an estimated $450K and leaving 786,515 shares worth $164M. The position accounts for 0.48% of the portfolio, ranked #44.

M&T Bank first reported a position in MS in Q2 2013 and has held it in 53 quarters since. 2,742 funds tracked by Wall St. Rank hold MS as of Q2 2026.

M&T Bank held 786,515 shares of Morgan Stanley worth $164M as of Q2 2026.
M&T Bank sold 2,272 Morgan Stanley shares in Q2 2026, an estimated $450K.
Morgan Stanley made up 0.48% of M&T Bank's portfolio in Q2 2026, its #44 holding.
M&T Bank first reported a position in Morgan Stanley in Q2 2013 and has held it in 53 quarters since.
2,742 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on M&T Bank's 13F filing for Q2 2026, filed 4 Aug 2026.