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 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 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

STAR Financial Bank's MS Position: Q1 2026 in Review

STAR Financial Bank reduced its Morgan Stanley (MS) stake by 3.9% in Q1 2026, selling an estimated $10.4K and leaving 1,481 shares worth $244K. The position accounts for 0.12% of the portfolio, ranked #89.

STAR Financial Bank first reported a position in MS in Q4 2022 and has held it in 14 quarters since. The position peaked at $550K in Q1 2024. 2,490 funds tracked by Wall St. Rank hold MS as of Q1 2026.

STAR Financial Bank held 1,481 shares of Morgan Stanley worth $244K as of Q1 2026.
STAR Financial Bank sold 60 Morgan Stanley shares in Q1 2026, an estimated $10.4K.
Morgan Stanley made up 0.12% of STAR Financial Bank's portfolio in Q1 2026, its #89 holding.
STAR Financial Bank first reported a position in Morgan Stanley in Q4 2022 and has held it in 14 quarters since.
STAR Financial Bank's Morgan Stanley position peaked at $550K in Q1 2024.
2,490 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on STAR Financial Bank's 13F filing for Q1 2026, filed 8 May 2026.