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MidFirst Bank’s Morningstar MORN Stock Holding History

MidFirst Bank’s Portfolio MORN Stock Details MORN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.9M Sell
18,560
-242
-1% -$42.1K 0.21% 101
2026
Q1 		$3.18M Buy
18,802
+3,155
+20% +$586K 0.26% 90
2025
Q4 		$3.4M Buy
+15,647
New +$3.39M 0.27% 86

Other funds holding MORN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Los Angeles Capital Management
Los Angeles Capital Management Los Angeles, California $27.2B AUM 43.16% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

MidFirst Bank's MORN Position: Q2 2026 in Review

MidFirst Bank reduced its Morningstar (MORN) stake by 1.3% in Q2 2026, selling an estimated $42.1K and leaving 18,560 shares worth $2.9M. The position accounts for 0.21% of the portfolio, ranked #101.

MidFirst Bank first reported a position in MORN in Q4 2025 and has held it in 3 quarters since. The position peaked at $3.4M in Q4 2025. 320 funds tracked by Wall St. Rank hold MORN as of Q2 2026.

  • MidFirst Bank held 18,560 shares of Morningstar worth $2.9M as of Q2 2026.
  • MidFirst Bank sold 242 Morningstar shares in Q2 2026, an estimated $42.1K.
  • Morningstar made up 0.21% of MidFirst Bank's portfolio in Q2 2026, its #101 holding.
  • MidFirst Bank first reported a position in Morningstar in Q4 2025 and has held it in 3 quarters since.
  • MidFirst Bank's Morningstar position peaked at $3.4M in Q4 2025.
  • 320 funds tracked by Wall St. Rank held Morningstar as of Q2 2026.

Based on MidFirst Bank's 13F filing for Q2 2026, filed 7 Aug 2026.