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 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 Tokyo, Japan $62.1B AUM 41.06% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Mechanics Financial Corp's MS Position: Q1 2026 in Review

Mechanics Financial Corp reduced its Morgan Stanley (MS) stake by 7.3% in Q1 2026, selling an estimated $84.5K and leaving 6,188 shares worth $1.02M. The position accounts for 0.43% of the portfolio, ranked #51.

Mechanics Financial Corp first reported a position in MS in Q4 2021 and has held it in 18 quarters since. The position peaked at $1.19M in Q4 2025. 2,487 funds tracked by Wall St. Rank hold MS as of Q1 2026.

Mechanics Financial Corp held 6,188 shares of Morgan Stanley worth $1.02M as of Q1 2026.
Mechanics Financial Corp sold 488 Morgan Stanley shares in Q1 2026, an estimated $84.5K.
Morgan Stanley made up 0.43% of Mechanics Financial Corp's portfolio in Q1 2026, its #51 holding.
Mechanics Financial Corp first reported a position in Morgan Stanley in Q4 2021 and has held it in 18 quarters since.
Mechanics Financial Corp's Morgan Stanley position peaked at $1.19M in Q4 2025.
2,487 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on Mechanics Financial Corp's 13F filing for Q1 2026, filed 6 May 2026.