RBC
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Roble Belko & Company’s Morgan Stanley MS Stock Holding History

Roble Belko & Company’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 		$0 Hold
1
– – ﹤0.01% 486
2025
Q4 		$0 Hold
1
– – ﹤0.01% 497
2025
Q3 		$0 Hold
1
– – ﹤0.01% 469
2025
Q2 		$0 Buy
+1
New +$123 ﹤0.01% 455
2024
Q3 		– Sell
-1,405
Closed -$137K – 375
2024
Q2 		$137K Hold
1,405
– – 0.02% 118
2024
Q1 		$132K Hold
1,405
– – 0.02% 122
2023
Q4 		$131K Hold
1,405
– – 0.02% 111
2023
Q3 		$115K Sell
1,405
-48
-3% -$4.17K 0.02% 113
2023
Q2 		$124K Hold
1,453
– – 0.02% 107
2023
Q1 		$128K Hold
1,453
– – 0.03% 117
2022
Q4 		$124K Hold
1,453
– – 0.03% 118
2022
Q3 		$115K Buy
1,453
+1,405
+2,927% +$118K 0.03% 116
2022
Q2 		$4K Hold
48
– – ﹤0.01% 274
2022
Q1 		$4K Buy
+48
New +$4.63K ﹤0.01% 328

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 $5.7T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
JP Morgan Chase
JP Morgan Chase New York $1.47T 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