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 $62.1B AUM 41.06% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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.