SC
MS icon

Scotia Capital’s Morgan Stanley MS Stock Holding History

Scotia 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
2016
Q4 		– Sell
-20,000
Closed -$641K – 851
2016
Q3 		$641K Sell
20,000
-9,000
-31% -$268K 0.01% 509
2016
Q2 		$754K Buy
+29,000
New +$758K 0.02% 439

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

Scotia Capital's MS Position: Q1 2026 in Review

Scotia Capital increased its Morgan Stanley (MS) stake by 70% in Q1 2026, buying an estimated $24.9M and bringing the position to 347,658 shares worth $57.2M. The position accounts for 0.24% of the portfolio, ranked #70.

Scotia Capital first reported a position in MS in Q2 2013 and has held it in 52 quarters since. 2,489 funds tracked by Wall St. Rank hold MS as of Q1 2026.

  • Scotia Capital held 347,658 shares of Morgan Stanley worth $57.2M as of Q1 2026.
  • Scotia Capital bought 143,725 Morgan Stanley shares in Q1 2026, an estimated $24.9M.
  • Morgan Stanley made up 0.24% of Scotia Capital's portfolio in Q1 2026, its #70 holding.
  • Scotia Capital first reported a position in Morgan Stanley in Q2 2013 and has held it in 52 quarters since.
  • 2,489 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

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