Morgan Stanley’s Broadway Financial BYFC Stock Holding History

Morgan Stanley’s Portfolio BYFC Stock Details BYFC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$232	Hold	32	–	–	﹤0.01%	7685
2025 Q4	$237	Hold	32	–	–	﹤0.01%	7610
2025 Q3	$229	Hold	32	–	–	﹤0.01%	7588
2025 Q2	$232	Hold	32	–	–	﹤0.01%	7552
2025 Q1	$229	Hold	32	–	–	﹤0.01%	7460
2024 Q4	$219	Hold	32	–	–	﹤0.01%	7406
2024 Q3	$206	Sell	32 -21	-40%	-$125	﹤0.01%	7383
2024 Q2	$272	Hold	53	–	–	﹤0.01%	7281
2024 Q1	$292	Sell	53 -53	-50%	-$324	﹤0.01%	7276
2023 Q4	$720	Buy	106 +52	+96%	+$353	﹤0.01%	7246
2023 Q3	$420	Hold	54	–	–	﹤0.01%	7325
2023 Q2	$416	Hold	54	–	–	﹤0.01%	7392
2023 Q1	$450	Sell	54 -1	-2%	-$9	﹤0.01%	7449
2022 Q4	$440	Buy	55 +1	+2%	+$8	﹤0.01%	7573
2022 Q3	$0	Hold	54	–	–	﹤0.01%	7714
2022 Q2	$0	Hold	54	–	–	﹤0.01%	7818
2022 Q1	$1K	Sell	54 -100	-65%	-$1.46K	﹤0.01%	7826
2021 Q4	$3K	Sell	154 -2,805	-95%	-$62.5K	﹤0.01%	7733
2021 Q3	$79K	Buy	2,959 +2,805	+1,821%	+$73.7K	﹤0.01%	6496
2021 Q2	$3K	Hold	154	–	–	﹤0.01%	7479
2021 Q1	$3K	Buy	154 +100	+185%	+$1.84K	﹤0.01%	7208
2020 Q4	$1K	Hold	54	–	–	﹤0.01%	6934
2020 Q3	$1K	Hold	54	–	–	﹤0.01%	6647
2020 Q2	$1K	Hold	54	–	–	﹤0.01%	6511
2020 Q1	$1K	Hold	54	–	–	﹤0.01%	6449
2019 Q4	$1K	Hold	54	–	–	﹤0.01%	6552
2019 Q3	$1K	Hold	54	–	–	﹤0.01%	6532
2019 Q2	$1K	Hold	54	–	–	﹤0.01%	6521
2019 Q1	$1K	Hold	54	–	–	﹤0.01%	6502
2018 Q4	$0	Hold	54	–	–	﹤0.01%	6600
2018 Q3	$0	Hold	54	–	–	﹤0.01%	6714
2018 Q2	$1K	Hold	54	–	–	﹤0.01%	6579
2018 Q1	$1K	Hold	54	–	–	﹤0.01%	6526
2017 Q4	$1K	Hold	54	–	–	﹤0.01%	6478
2017 Q3	$1K	Hold	54	–	–	﹤0.01%	6433
2017 Q2	$1K	Hold	54	–	–	﹤0.01%	6499
2017 Q1	$1K	Hold	54	–	–	﹤0.01%	6489
2016 Q4	$1K	Buy	54 +13	+32%	+$167	﹤0.01%	6426
2016 Q3	$1K	Hold	41	–	–	﹤0.01%	6412
2016 Q2	$1K	Sell	41 -5	-11%	-$77	﹤0.01%	6414
2016 Q1	$1K	Hold	46	–	–	﹤0.01%	6460
2015 Q4	$0	Buy	46 +5	+12%	+$58	﹤0.01%	6669
2015 Q3	$0	Sell	41 -5	-11%	-$55	﹤0.01%	6614
2015 Q2	$0	Hold	46	–	–	﹤0.01%	6647
2015 Q1	$0	Hold	46	–	–	﹤0.01%	6554
2014 Q4	$0	Hold	46	–	–	﹤0.01%	6571
2014 Q3	$1K	Hold	46	–	–	﹤0.01%	6486
2014 Q2	$0	Hold	46	–	–	﹤0.01%	6520
2014 Q1	$0	Buy	46 +5	+12%	+$44	﹤0.01%	6473
2013 Q4	$0	Buy	+41	New	+$370	﹤0.01%	6355

Other funds holding BYFC

M3F Inc Salt Lake City, Utah $404M AUM 17.6% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

GWI

Grace & White Inc Ny, New York $632M AUM 34.34% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

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

WIM

Wittenberg Investment Management Carlisle, Massachusetts $269M AUM 28.17% 1-Year Est. Return

VFT

Vanguard Fiduciary Trust Malvern, Pennsylvania $396B AUM

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Morgan Stanley's BYFC Position: Q1 2026 in Review

Morgan Stanley held its Broadway Financial (BYFC) position steady in Q1 2026 at 32 shares worth $232. The position accounts for ﹤0.01% of the portfolio, ranked #7685.

Morgan Stanley first reported a position in BYFC in Q4 2013 and has held it in 50 quarters since. The position peaked at $79K in Q3 2021. 18 funds tracked by Wall St. Rank hold BYFC as of Q1 2026.

Morgan Stanley held 32 shares of Broadway Financial worth $232 as of Q1 2026.
Morgan Stanley left its Broadway Financial share count unchanged in Q1 2026.
Broadway Financial made up ﹤0.01% of Morgan Stanley's portfolio in Q1 2026, its #7685 holding.
Morgan Stanley first reported a position in Broadway Financial in Q4 2013 and has held it in 50 quarters since.
Morgan Stanley's Broadway Financial position peaked at $79K in Q3 2021.
18 funds tracked by Wall St. Rank held Broadway Financial as of Q1 2026.

Based on Morgan Stanley's 13F filing for Q1 2026, filed 15 May 2026.