Raymond James Financial
MSLC

Raymond James Financial’s Morgan Stanley Pathway Large Cap Equity ETF MSLC Stock Holding History

Raymond James Financial’s Portfolio MSLC Stock Details MSLC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$494K Sell
9,541
-2,969
-24% -$161K ﹤0.01% 4345
2025
Q4 		$680K Buy
12,510
+4,394
+54% +$240K ﹤0.01% 4046
2025
Q3 		$441K Buy
8,116
+5,557
+217% +$293K ﹤0.01% 4190
2025
Q2 		$131K Buy
+2,559
New +$121K ﹤0.01% 4730

Other funds holding MSLC

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
WWM
Western Wealth Management Golden, Colorado $2.63B AUM 21.3% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Raymond James Financial's MSLC Position: Q1 2026 in Review

Raymond James Financial reduced its Morgan Stanley Pathway Large Cap Equity ETF (MSLC) stake by 24% in Q1 2026, selling an estimated $161K and leaving 9,541 shares worth $494K. The position accounts for ﹤0.01% of the portfolio, ranked #4345.

Raymond James Financial first reported a position in MSLC in Q2 2025 and has held it in 4 quarters since. The position peaked at $680K in Q4 2025. 30 funds tracked by Wall St. Rank hold MSLC as of Q1 2026.

  • Raymond James Financial held 9,541 shares of Morgan Stanley Pathway Large Cap Equity ETF worth $494K as of Q1 2026.
  • Raymond James Financial sold 2,969 Morgan Stanley Pathway Large Cap Equity ETF shares in Q1 2026, an estimated $161K.
  • Morgan Stanley Pathway Large Cap Equity ETF made up ﹤0.01% of Raymond James Financial's portfolio in Q1 2026, its #4345 holding.
  • Raymond James Financial first reported a position in Morgan Stanley Pathway Large Cap Equity ETF in Q2 2025 and has held it in 4 quarters since.
  • Raymond James Financial's Morgan Stanley Pathway Large Cap Equity ETF position peaked at $680K in Q4 2025.
  • 30 funds tracked by Wall St. Rank held Morgan Stanley Pathway Large Cap Equity ETF as of Q1 2026.

Based on Raymond James Financial's 13F filing for Q1 2026, filed 14 May 2026.