Morgan Stanley
GBFH

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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
AWM
Arista Wealth Management Las Vegas, Nevada $927M AUM 24.58% 1-Year Est. Return
CD
Chapin Davis Baltimore, Maryland $569M AUM 145.59% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
CS
Cannell & Spears New York $5.1B AUM 31.77% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return
KCM
Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return
EMFAT
Emerald Mutual Fund Advisers Trust Leola, Pennsylvania $2.06B AUM 106.87% 1-Year Est. Return

Morgan Stanley's GBFH Position: Q1 2026 in Review

Morgan Stanley reduced its GBank Financial Holdings (GBFH) stake by 14% in Q1 2026, selling an estimated $47.3K and leaving 9,722 shares worth $260K. The position accounts for ﹤0.01% of the portfolio, ranked #5760.

Morgan Stanley first reported a position in GBFH in Q2 2025 and has held it in 4 quarters since. The position peaked at $649K in Q2 2025. 69 funds tracked by Wall St. Rank hold GBFH as of Q1 2026.

  • Morgan Stanley held 9,722 shares of GBank Financial Holdings worth $260K as of Q1 2026.
  • Morgan Stanley sold 1,540 GBank Financial Holdings shares in Q1 2026, an estimated $47.3K.
  • GBank Financial Holdings made up ﹤0.01% of Morgan Stanley's portfolio in Q1 2026, its #5760 holding.
  • Morgan Stanley first reported a position in GBank Financial Holdings in Q2 2025 and has held it in 4 quarters since.
  • Morgan Stanley's GBank Financial Holdings position peaked at $649K in Q2 2025.
  • 69 funds tracked by Wall St. Rank held GBank Financial Holdings as of Q1 2026.

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