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RBF Capital’s Morgan Stanley MS Stock Holding History

RBF Capital’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
2022
Q1 		– Sell
-80,000
Closed -$7.85M – 538
2021
Q4 		$7.85M Buy
80,000
+14,000
+21% +$1.39M 0.48% 44
2021
Q3 		$6.42M Buy
+66,000
New +$6.54M 0.36% 57
2016
Q4 		– Sell
-32,200
Closed -$1.03M – 384
2016
Q3 		$1.03M Hold
32,200
– – 0.18% 119
2016
Q2 		$837K Buy
32,200
+31,878
+9,900% +$834K 0.17% 132
2016
Q1 		$80K Buy
+322
New +$8.22K 0.02% 338
2013
Q4 		– Sell
-518
Closed -$466K – 294
2013
Q3 		$466K Hold
518
– – 0.12% 160
2013
Q2 		$365K Buy
+518
New +$12.3K 0.1% 175

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

RBF Capital's MS Position: Q1 2026 in Review

RBF Capital held its Morgan Stanley (MS) position steady in Q1 2026 at 810,432 shares worth $133M. The position accounts for 6.52% of the portfolio, ranked #1.

RBF Capital first reported a position in MS in Q2 2013 and has held it in 51 quarters since. The position peaked at $144M in Q4 2025. 2,488 funds tracked by Wall St. Rank hold MS as of Q1 2026.

  • RBF Capital held 810,432 shares of Morgan Stanley worth $133M as of Q1 2026.
  • RBF Capital left its Morgan Stanley share count unchanged in Q1 2026.
  • Morgan Stanley made up 6.52% of RBF Capital's portfolio in Q1 2026, its #1 holding.
  • RBF Capital first reported a position in Morgan Stanley in Q2 2013 and has held it in 51 quarters since.
  • RBF Capital's Morgan Stanley position peaked at $144M in Q4 2025.
  • 2,488 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on RBF Capital's 13F filing for Q1 2026, filed 15 May 2026.