Morgan Stanley
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Morgan Stanley’s GBank Financial Holdings GBFH Stock Holding History

Morgan Stanley’s Portfolio GBFH Stock Details GBFH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$183K Sell
6,041
-3,681
-38% -$107K ﹤0.01% 5990
2026
Q1 		$260K Sell
9,722
-1,540
-14% -$47.3K ﹤0.01% 5760
2025
Q4 		$382K Buy
11,262
+1,425
+14% +$52.2K ﹤0.01% 5652
2025
Q3 		$386K Sell
9,837
-8,494
-46% -$335K ﹤0.01% 5618
2025
Q2 		$649K Buy
+18,331
New +$718K ﹤0.01% 5335

Other funds holding GBFH

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
AWM
Arista Wealth Management Las Vegas, Nevada $927M AUM 24.58% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
CD
Chapin Davis Baltimore, Maryland $520M AUM 117.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
CS
Cannell & Spears New York $5.62B AUM 41.25% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.56B AUM 16.49% 1-Year Est. Return
EMFAT
Emerald Mutual Fund Advisers Trust Leola, Pennsylvania $2.85B AUM 140.52% 1-Year Est. Return
KCM
Kennedy Capital Management St Louis, Missouri $5.65B AUM 61.31% 1-Year Est. Return

Morgan Stanley's GBFH Position: Q2 2026 in Review

Morgan Stanley reduced its GBank Financial Holdings (GBFH) stake by 38% in Q2 2026, selling an estimated $107K and leaving 6,041 shares worth $183K. The position accounts for ﹤0.01% of the portfolio, ranked #5990.

Morgan Stanley first reported a position in GBFH in Q2 2025 and has held it in 5 quarters since. The position peaked at $649K in Q2 2025. 82 funds tracked by Wall St. Rank hold GBFH as of Q2 2026.

  • Morgan Stanley held 6,041 shares of GBank Financial Holdings worth $183K as of Q2 2026.
  • Morgan Stanley sold 3,681 GBank Financial Holdings shares in Q2 2026, an estimated $107K.
  • GBank Financial Holdings made up ﹤0.01% of Morgan Stanley's portfolio in Q2 2026, its #5990 holding.
  • Morgan Stanley first reported a position in GBank Financial Holdings in Q2 2025 and has held it in 5 quarters since.
  • Morgan Stanley's GBank Financial Holdings position peaked at $649K in Q2 2025.
  • 82 funds tracked by Wall St. Rank held GBank Financial Holdings as of Q2 2026.

Based on Morgan Stanley's 13F filing for Q2 2026, filed 13 Aug 2026.