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 Q3	–	Sell	-29,000	Closed	-$754K	–	812
2016 Q2	$754K	Buy	+29,000	New	+$758K	0.02%	440

Other funds holding MS

Mitsubishi UFJ Financial Group Tokyo, Japan $78.8B AUM 48.4% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

Scotia Capital's MS Position: Q2 2026 in Review

Scotia Capital increased its Morgan Stanley (MS) stake by 12% in Q2 2026, buying an estimated $8.26M and bringing the position to 389,358 shares worth $81.4M. The position accounts for 0.3% of the portfolio, ranked #57.

Scotia Capital first reported a position in MS in Q2 2013 and has held it in 53 quarters since. 2,745 funds tracked by Wall St. Rank hold MS as of Q2 2026.

Scotia Capital held 389,358 shares of Morgan Stanley worth $81.4M as of Q2 2026.
Scotia Capital bought 41,700 Morgan Stanley shares in Q2 2026, an estimated $8.26M.
Morgan Stanley made up 0.3% of Scotia Capital's portfolio in Q2 2026, its #57 holding.
Scotia Capital first reported a position in Morgan Stanley in Q2 2013 and has held it in 53 quarters since.
2,745 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Scotia Capital's 13F filing for Q2 2026, filed 11 Aug 2026.