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Mechanics Financial Corp’s Morgan Stanley MS Stock Holding History

Mechanics Financial Corp’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 		$1.3M Buy
6,221
+33
+0.5% +$6.54K 0.47% 54
2026
Q1 		$1.02M Sell
6,188
-488
-7% -$84.5K 0.43% 51
2025
Q4 		$1.19M Buy
6,676
+80
+1% +$13.3K 0.44% 46
2025
Q3 		$1.05M Buy
6,596
+115
+2% +$17K 0.4% 51
2025
Q2 		$913K Sell
6,481
-1,307
-17% -$161K 0.39% 56
2025
Q1 		$909K Hold
7,788
– – 0.41% 56
2024
Q4 		$979K Sell
7,788
-35
-0.4% -$4.31K 0.44% 53
2024
Q3 		$815K Buy
7,823
+225
+3% +$22.7K 0.36% 61
2024
Q2 		$738K Buy
7,598
+172
+2% +$16.4K 0.38% 60
2024
Q1 		$699K Buy
7,426
+225
+3% +$19.8K 0.36% 64
2023
Q4 		$671K Hold
7,201
– – 0.38% 58
2023
Q3 		$588K Hold
7,201
– – 0.32% 60
2023
Q2 		$615K Buy
7,201
+80
+1% +$6.84K 0.33% 58
2023
Q1 		$625K Hold
7,121
– – 0.36% 53
2022
Q4 		$605K Hold
7,121
– – 0.36% 57
2022
Q3 		$563K Buy
7,121
+35
+0.5% +$2.95K 0.37% 54
2022
Q2 		$539K Buy
7,086
+440
+7% +$36K 0.32% 58
2022
Q1 		$581K Buy
6,646
+195
+3% +$18.8K 0.3% 59
2021
Q4 		$633K Buy
+6,451
New +$643K 0.3% 59

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
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

Mechanics Financial Corp's MS Position: Q2 2026 in Review

Mechanics Financial Corp increased its Morgan Stanley (MS) stake by 0.53% in Q2 2026, buying an estimated $6.54K and bringing the position to 6,221 shares worth $1.3M. The position accounts for 0.47% of the portfolio, ranked #54.

Mechanics Financial Corp first reported a position in MS in Q4 2021 and has held it in 19 quarters since. 2,734 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • Mechanics Financial Corp held 6,221 shares of Morgan Stanley worth $1.3M as of Q2 2026.
  • Mechanics Financial Corp bought 33 Morgan Stanley shares in Q2 2026, an estimated $6.54K.
  • Morgan Stanley made up 0.47% of Mechanics Financial Corp's portfolio in Q2 2026, its #54 holding.
  • Mechanics Financial Corp first reported a position in Morgan Stanley in Q4 2021 and has held it in 19 quarters since.
  • 2,734 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Mechanics Financial Corp's 13F filing for Q2 2026, filed 5 Aug 2026.