South Plains Financial’s Morgan Stanley MS Stock Holding History

South Plains Financial’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	$1.28M	Sell	7,780 -176	-2%	-$30.5K	0.74%	40
2025 Q4	$1.41M	Buy	7,956 +556	+8%	+$92.7K	0.84%	31
2025 Q3	$1.18M	Buy	7,400 +34	+0.5%	+$5.02K	0.73%	38
2025 Q2	$1.04M	Sell	7,366 -495	-6%	-$60.8K	0.73%	40
2025 Q1	$917K	Sell	7,861 -221	-3%	-$28.5K	0.72%	42
2024 Q4	$1.02M	Buy	+8,082	New	+$995K	0.78%	38

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

South Plains Financial's MS Position: Q1 2026 in Review

South Plains Financial reduced its Morgan Stanley (MS) stake by 2.2% in Q1 2026, selling an estimated $30.5K and leaving 7,780 shares worth $1.28M. The position accounts for 0.74% of the portfolio, ranked #40.

South Plains Financial first reported a position in MS in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.41M in Q4 2025. 2,488 funds tracked by Wall St. Rank hold MS as of Q1 2026.

South Plains Financial held 7,780 shares of Morgan Stanley worth $1.28M as of Q1 2026.
South Plains Financial sold 176 Morgan Stanley shares in Q1 2026, an estimated $30.5K.
Morgan Stanley made up 0.74% of South Plains Financial's portfolio in Q1 2026, its #40 holding.
South Plains Financial first reported a position in Morgan Stanley in Q4 2024 and has held it in 6 quarters since.
South Plains Financial's Morgan Stanley position peaked at $1.41M in Q4 2025.
2,488 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on South Plains Financial's 13F filing for Q1 2026, filed 13 May 2026.