National Bank of Canada
MS icon

National Bank of Canada’s Morgan Stanley MS Stock Holding History

National Bank of Canada’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
2026
Q1 		$205M Buy
1,247,157
+455,994
+58% +$78.9M 0.18% 98
2025
Q4 		$140M Buy
791,163
+468,209
+145% +$78.1M 0.13% 144
2025
Q3 		$51.3M Sell
322,954
-892,172
-73% -$132M 0.05% 287
2025
Q2 		$171M Buy
1,215,126
+43,198
+4% +$5.31M 0.16% 123
2025
Q1 		$137M Buy
1,171,928
+650,450
+125% +$83.8M 0.14% 148
2024
Q4 		$65.6M Sell
521,478
-580,698
-53% -$71.5M 0.07% 254
2024
Q3 		$115M Sell
1,102,176
-1,243,684
-53% -$125M 0.13% 151
2024
Q2 		$233M Buy
2,345,860
+1,732,508
+282% +$165M 0.32% 50
2024
Q1 		$60.3M Sell
613,352
-171,284
-22% -$15.1M 0.09% 200
2023
Q4 		$73.7M Sell
784,636
-83,233
-10% -$6.66M 0.12% 160
2023
Q3 		$69.8M Buy
867,869
+314,507
+57% +$27.3M 0.11% 179
2023
Q2 		$47.7M Buy
553,362
+81,772
+17% +$6.99M 0.09% 193
2023
Q1 		$41.4M Buy
471,590
+115,886
+33% +$10.8M 0.1% 173
2022
Q4 		$30.2M Sell
355,704
-308,148
-46% -$26.3M 0.08% 217
2022
Q3 		$52.4M Buy
663,852
+549,509
+481% +$46.3M 0.28% 79
2022
Q2 		$8.69M Sell
114,343
-239,885
-68% -$19.6M 0.04% 420
2022
Q1 		$31.1M Buy
354,228
+106,522
+43% +$10.3M 0.09% 207
2021
Q4 		$24.3M Buy
+247,706
New +$24.7M 0.08% 201

Other funds holding MS

Mitsubishi UFJ Financial Group
Mitsubishi UFJ Financial Group Tokyo, Japan $62.1B AUM 41.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

National Bank of Canada's MS Position: Q1 2026 in Review

National Bank of Canada increased its Morgan Stanley (MS) stake by 58% in Q1 2026, buying an estimated $78.9M and bringing the position to 1,247,157 shares worth $205M. The position accounts for 0.18% of the portfolio, ranked #98.

National Bank of Canada first reported a position in MS in Q4 2021 and has held it in 18 quarters since. The position peaked at $233M in Q2 2024. 2,490 funds tracked by Wall St. Rank hold MS as of Q1 2026.

  • National Bank of Canada held 1,247,157 shares of Morgan Stanley worth $205M as of Q1 2026.
  • National Bank of Canada bought 455,994 Morgan Stanley shares in Q1 2026, an estimated $78.9M.
  • Morgan Stanley made up 0.18% of National Bank of Canada's portfolio in Q1 2026, its #98 holding.
  • National Bank of Canada first reported a position in Morgan Stanley in Q4 2021 and has held it in 18 quarters since.
  • National Bank of Canada's Morgan Stanley position peaked at $233M in Q2 2024.
  • 2,490 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on National Bank of Canada's 13F filing for Q1 2026, filed 15 May 2026.