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Peoples Financial Services Corp’s Morgan Stanley MS Stock Holding History

Peoples Financial Services Corp’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 		$1.26M Sell
7,656
-169
-2% -$29.3K 0.6% 47
2025
Q4 		$1.39M Sell
7,825
-640
-8% -$107K 0.65% 45
2025
Q3 		$1.35M Sell
8,465
-322
-4% -$47.5K 0.61% 46
2025
Q2 		$1.24M Sell
8,787
-1,528
-15% -$188K 0.61% 45
2025
Q1 		$1.2M Sell
10,315
-500
-5% -$64.4K 0.58% 54
2024
Q4 		$1.36M Sell
10,815
-20
-0.2% -$2.46K 0.63% 47
2024
Q3 		$1.13M Sell
10,835
-221
-2% -$22.3K 0.51% 58
2024
Q2 		$1.07M Sell
11,056
-726
-6% -$69.1K 0.49% 57
2024
Q1 		$1.11M Sell
11,782
-90
-0.8% -$7.93K 0.48% 58
2023
Q4 		$1.11M Sell
11,872
-2
-0% -$160 0.48% 58
2023
Q3 		$970K Buy
11,874
+4,042
+52% +$351K 0.46% 63
2023
Q2 		$669K Sell
7,832
-120
-2% -$10.3K 0.3% 87
2023
Q1 		$698K Buy
7,952
+1,806
+29% +$169K 0.33% 79
2022
Q4 		$523K Hold
6,146
– – 0.24% 97
2022
Q3 		$486K Buy
6,146
+1,642
+36% +$138K 0.25% 95
2022
Q2 		$343K Buy
4,504
+2,830
+169% +$232K 0.16% 111
2022
Q1 		$146K Buy
+1,674
New +$162K 0.06% 149

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

Peoples Financial Services Corp's MS Position: Q1 2026 in Review

Peoples Financial Services Corp reduced its Morgan Stanley (MS) stake by 2.2% in Q1 2026, selling an estimated $29.3K and leaving 7,656 shares worth $1.26M. The position accounts for 0.6% of the portfolio, ranked #47.

Peoples Financial Services Corp first reported a position in MS in Q1 2022 and has held it in 17 quarters since. The position peaked at $1.39M in Q4 2025. 2,487 funds tracked by Wall St. Rank hold MS as of Q1 2026.

  • Peoples Financial Services Corp held 7,656 shares of Morgan Stanley worth $1.26M as of Q1 2026.
  • Peoples Financial Services Corp sold 169 Morgan Stanley shares in Q1 2026, an estimated $29.3K.
  • Morgan Stanley made up 0.6% of Peoples Financial Services Corp's portfolio in Q1 2026, its #47 holding.
  • Peoples Financial Services Corp first reported a position in Morgan Stanley in Q1 2022 and has held it in 17 quarters since.
  • Peoples Financial Services Corp's Morgan Stanley position peaked at $1.39M in Q4 2025.
  • 2,487 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on Peoples Financial Services Corp's 13F filing for Q1 2026, filed 20 Apr 2026.