MFG
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MidWestOne Financial Group’s Morgan Stanley MS Stock Holding History

MidWestOne Financial Group’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
2025
Q4 		$1.25M Sell
7,032
-301
-4% -$50.2K 0.14% 138
2025
Q3 		$1.17M Buy
7,333
+25
+0.3% +$3.69K 0.14% 140
2025
Q2 		$1.03M Sell
7,308
-78
-1% -$9.58K 0.13% 151
2025
Q1 		$862K Buy
7,386
+169
+2% +$21.8K 0.12% 166
2024
Q4 		$907K Sell
7,217
-172
-2% -$21.2K 0.13% 160
2024
Q3 		$770K Sell
7,389
-148
-2% -$14.9K 0.11% 186
2024
Q2 		$733K Sell
7,537
-263
-3% -$25K 0.13% 180
2024
Q1 		$734K Buy
7,800
+18
+0.2% +$1.58K 0.13% 185
2023
Q4 		$726K Sell
7,782
-501
-6% -$40.1K 0.14% 174
2023
Q3 		$676K Buy
8,283
+4,669
+129% +$405K 0.15% 161
2023
Q2 		$309K Hold
3,614
– – 0.07% 226
2023
Q1 		$317K Sell
3,614
-50
-1% -$4.67K 0.07% 210
2022
Q4 		$312K Hold
3,664
– – 0.07% 207
2022
Q3 		$289K Hold
3,664
– – 0.07% 193
2022
Q2 		$279K Sell
3,664
-252
-6% -$20.6K 0.07% 195
2022
Q1 		$342K Hold
3,916
– – 0.07% 204
2021
Q4 		$384K Hold
3,916
– – 0.08% 187
2021
Q3 		$381K Sell
3,916
-500
-11% -$49.5K 0.09% 176
2021
Q2 		$405K Hold
4,416
– – 0.1% 168
2021
Q1 		$343K Hold
4,416
– – 0.08% 178
2020
Q4 		$303K Hold
4,416
– – 0.08% 172
2020
Q3 		$214K Buy
+4,416
New +$222K 0.07% 193
2020
Q2 		– Sell
-6,059
Closed -$206K – 163
2020
Q1 		$206K Sell
6,059
-335
-5% -$15.8K 0.08% 182
2019
Q4 		$326K Sell
6,394
-213
-3% -$10.1K 0.07% 181
2019
Q3 		$282K Sell
6,607
-18,443
-74% -$788K 0.09% 181
2019
Q2 		$1.1M Buy
+25,050
New +$1.12M 0.3% 85

Other funds holding MS

Mitsubishi UFJ Financial Group
Mitsubishi UFJ Financial Group Tokyo, Japan $78.8B AUM 48.4% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

MidWestOne Financial Group's MS Position: Q4 2025 in Review

MidWestOne Financial Group reduced its Morgan Stanley (MS) stake by 4.1% in Q4 2025, selling an estimated $50.2K and leaving 7,032 shares worth $1.25M. The position accounts for 0.14% of the portfolio, ranked #138.

MidWestOne Financial Group first reported a position in MS in Q2 2019 and has held it in 26 quarters since. 2,527 funds tracked by Wall St. Rank hold MS as of Q4 2025.

  • MidWestOne Financial Group held 7,032 shares of Morgan Stanley worth $1.25M as of Q4 2025.
  • MidWestOne Financial Group sold 301 Morgan Stanley shares in Q4 2025, an estimated $50.2K.
  • Morgan Stanley made up 0.14% of MidWestOne Financial Group's portfolio in Q4 2025, its #138 holding.
  • MidWestOne Financial Group first reported a position in Morgan Stanley in Q2 2019 and has held it in 26 quarters since.
  • 2,527 funds tracked by Wall St. Rank held Morgan Stanley as of Q4 2025.

Based on MidWestOne Financial Group's 13F filing for Q4 2025, filed 12 Feb 2026.