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STAR Financial Bank’s Morgan Stanley MS Stock Holding History

STAR Financial Bank’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
Q2 		$316K Buy
1,510
+29
+2% +$5.74K 0.13% 81
2026
Q1 		$244K Sell
1,481
-60
-4% -$10.4K 0.12% 89
2025
Q4 		$274K Sell
1,541
-75
-5% -$12.5K 0.14% 92
2025
Q3 		$257K Sell
1,616
-76
-4% -$11.2K 0.15% 99
2025
Q2 		$238K Sell
1,692
-246
-13% -$30.2K 0.15% 99
2025
Q1 		$226K Sell
1,938
-175
-8% -$22.5K 0.17% 98
2024
Q4 		$266K Sell
2,113
-2,295
-52% -$283K 0.19% 87
2024
Q3 		$459K Sell
4,408
-688
-14% -$69.3K 0.31% 68
2024
Q2 		$495K Sell
5,096
-744
-13% -$70.8K 0.38% 64
2024
Q1 		$550K Sell
5,840
-25
-0.4% -$2.2K 0.47% 53
2023
Q4 		$547K Buy
5,865
+1,350
+30% +$108K 0.5% 46
2023
Q3 		$369K Sell
4,515
-275
-6% -$23.9K 0.38% 62
2023
Q2 		$409K Buy
4,790
+26
+0.5% +$2.22K 0.38% 62
2023
Q1 		$418K Buy
4,764
+200
+4% +$18.7K 0.41% 60
2022
Q4 		$388K Buy
+4,564
New +$389K 0.38% 63

Other funds holding MS

Mitsubishi UFJ Financial Group
Mitsubishi UFJ Financial Group Tokyo, Japan $78.8B AUM 48.4% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

STAR Financial Bank's MS Position: Q2 2026 in Review

STAR Financial Bank increased its Morgan Stanley (MS) stake by 2% in Q2 2026, buying an estimated $5.74K and bringing the position to 1,510 shares worth $316K. The position accounts for 0.13% of the portfolio, ranked #81.

STAR Financial Bank first reported a position in MS in Q4 2022 and has held it in 15 quarters since. The position peaked at $550K in Q1 2024. 2,737 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • STAR Financial Bank held 1,510 shares of Morgan Stanley worth $316K as of Q2 2026.
  • STAR Financial Bank bought 29 Morgan Stanley shares in Q2 2026, an estimated $5.74K.
  • Morgan Stanley made up 0.13% of STAR Financial Bank's portfolio in Q2 2026, its #81 holding.
  • STAR Financial Bank first reported a position in Morgan Stanley in Q4 2022 and has held it in 15 quarters since.
  • STAR Financial Bank's Morgan Stanley position peaked at $550K in Q1 2024.
  • 2,737 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on STAR Financial Bank's 13F filing for Q2 2026, filed 7 Aug 2026.