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Parkside Financial Bank & Trust’s Morgan Stanley MS Stock Holding History

Parkside Financial Bank & Trust’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 		$2.62M Buy
15,911
+17
+0.1% +$2.94K 0.2% 85
2025
Q4 		$2.82M Buy
15,894
+44
+0.3% +$7.34K 0.21% 76
2025
Q3 		$2.52M Buy
15,850
+808
+5% +$119K 0.19% 81
2025
Q2 		$2.12M Buy
15,042
+758
+5% +$93.1K 0.23% 89
2025
Q1 		$1.67M Buy
14,284
+378
+3% +$48.7K 0.21% 90
2024
Q4 		$1.75M Buy
13,906
+338
+2% +$41.6K 0.23% 78
2024
Q3 		$1.41M Buy
13,568
+219
+2% +$22.1K 0.2% 86
2024
Q2 		$1.3M Sell
13,349
-167
-1% -$15.9K 0.2% 82
2024
Q1 		$1.27M Buy
13,516
+2,840
+27% +$250K 0.2% 83
2023
Q4 		$996K Buy
10,676
+4,230
+66% +$338K 0.18% 100
2023
Q3 		$526K Buy
6,446
+218
+4% +$18.9K 0.12% 131
2023
Q2 		$532K Sell
6,228
-138
-2% -$11.8K 0.13% 132
2023
Q1 		$559K Buy
6,366
+783
+14% +$73.1K 0.15% 118
2022
Q4 		$475K Buy
5,583
+279
+5% +$23.8K 0.14% 124
2022
Q3 		$419K Buy
5,304
+18
+0.3% +$1.52K 0.13% 128
2022
Q2 		$402K Sell
5,286
-85
-2% -$6.96K 0.12% 139
2022
Q1 		$469K Buy
5,371
+76
+1% +$7.33K 0.13% 121
2021
Q4 		$520K Sell
5,295
-802
-13% -$79.9K 0.13% 124
2021
Q3 		$593K Sell
6,097
-227
-4% -$22.5K 0.17% 86
2021
Q2 		$580K Sell
6,324
-254
-4% -$21.8K 0.17% 89
2021
Q1 		$510K Sell
6,578
-455
-6% -$34.9K 0.15% 100
2020
Q4 		$482K Buy
7,033
+559
+9% +$32.1K 0.15% 103
2020
Q3 		$313K Sell
6,474
-2,927
-31% -$147K 0.11% 127
2020
Q2 		$454K Buy
9,401
+6,630
+239% +$278K 0.15% 102
2020
Q1 		$95K Sell
2,771
-67
-2% -$3.15K 0.04% 265
2019
Q4 		$145K Buy
2,838
+294
+12% +$13.9K 0.04% 228
2019
Q3 		$109K Sell
2,544
-73
-3% -$3.12K 0.04% 257
2019
Q2 		$115K Buy
2,617
+148
+6% +$6.6K 0.04% 250
2019
Q1 		$104K Buy
2,469
+168
+7% +$7.07K 0.04% 254
2018
Q4 		$91K Buy
2,301
+126
+6% +$5.5K 0.03% 260
2018
Q3 		$101K Sell
2,175
-39
-2% -$1.9K 0.04% 254
2018
Q2 		$105K Buy
2,214
+7
+0.3% +$366 0.04% 237
2018
Q1 		$119K Sell
2,207
-31
-1% -$1.72K 0.05% 209
2017
Q4 		$118K Sell
2,238
-129
-5% -$6.52K 0.04% 212
2017
Q3 		$114K Buy
2,367
+92
+4% +$4.27K 0.04% 204
2017
Q2 		$101K Buy
2,275
+190
+9% +$8.19K 0.04% 209
2017
Q1 		$89K Sell
2,085
-1,209
-37% -$53.6K 0.04% 224
2016
Q4 		$139K Sell
3,294
-143
-4% -$5.41K 0.06% 184
2016
Q3 		$110K Buy
3,437
+207
+6% +$6.17K 0.05% 222
2016
Q2 		$84K Buy
3,230
+218
+7% +$5.7K 0.04% 246
2016
Q1 		$75K Sell
3,012
-464
-13% -$11.8K 0.04% 259
2015
Q4 		$111K Buy
3,476
+605
+21% +$20.1K 0.06% 208
2015
Q3 		$90K Buy
+2,871
New +$105K 0.05% 218

Other funds holding MS

Mitsubishi UFJ Financial Group
Mitsubishi UFJ Financial Group Tokyo, Japan $78.8B AUM 48.4% 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
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Parkside Financial Bank & Trust's MS Position: Q1 2026 in Review

Parkside Financial Bank & Trust increased its Morgan Stanley (MS) stake by 0.11% in Q1 2026, buying an estimated $2.94K and bringing the position to 15,911 shares worth $2.62M. The position accounts for 0.2% of the portfolio, ranked #85.

Parkside Financial Bank & Trust first reported a position in MS in Q3 2015 and has held it in 43 quarters since. The position peaked at $2.82M in Q4 2025. 2,503 funds tracked by Wall St. Rank hold MS as of Q1 2026.

  • Parkside Financial Bank & Trust held 15,911 shares of Morgan Stanley worth $2.62M as of Q1 2026.
  • Parkside Financial Bank & Trust bought 17 Morgan Stanley shares in Q1 2026, an estimated $2.94K.
  • Morgan Stanley made up 0.2% of Parkside Financial Bank & Trust's portfolio in Q1 2026, its #85 holding.
  • Parkside Financial Bank & Trust first reported a position in Morgan Stanley in Q3 2015 and has held it in 43 quarters since.
  • Parkside Financial Bank & Trust's Morgan Stanley position peaked at $2.82M in Q4 2025.
  • 2,503 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on Parkside Financial Bank & Trust's 13F filing for Q1 2026, filed 13 May 2026.