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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
2026
Q2 		– Sell
-12,000
Closed -$1.97M – 523
2026
Q1 		$1.97M Sell
12,000
-108,000
-90% -$18.7M 0.1% 182
2025
Q4 		$21.2M Buy
120,000
+118,000
+5,900% +$19.7M 0.94% 18
2025
Q3 		$316K Sell
2,000
-148,000
-99% -$21.9M 0.01% 461
2025
Q2 		$21.1M Buy
150,000
+44,000
+42% +$5.4M 1.01% 19
2025
Q1 		$12.4M Buy
+106,000
New +$13.7M 0.74% 26
2015
Q1 		– Sell
-216
Closed -$1K – 306
2014
Q4 		$1K Buy
+216
New +$7.68K ﹤0.01% 292

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

RBF Capital's MS Position: Q2 2026 in Review

RBF Capital held its Morgan Stanley (MS) position steady in Q2 2026 at 810,432 shares worth $169M. The position accounts for 7.04% of the portfolio, ranked #1.

RBF Capital first reported a position in MS in Q2 2013 and has held it in 52 quarters since. 2,734 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • RBF Capital held 810,432 shares of Morgan Stanley worth $169M as of Q2 2026.
  • RBF Capital left its Morgan Stanley share count unchanged in Q2 2026.
  • Morgan Stanley made up 7.04% of RBF Capital's portfolio in Q2 2026, its #1 holding.
  • RBF Capital first reported a position in Morgan Stanley in Q2 2013 and has held it in 52 quarters since.
  • 2,734 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on RBF Capital's 13F filing for Q2 2026, filed 14 Aug 2026.