Stifel Financial’s Morgan Stanley Pathway Large Cap Equity ETF MSLC Stock Holding History

Stifel Financial’s Portfolio MSLC Stock Details MSLC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.02M	Buy	17,342 +26	+0.2%	+$1.49K	﹤0.01%	2543
2026 Q1	$896K	Hold	17,316	–	–	﹤0.01%	2514
2025 Q4	$942K	Buy	+17,316	New	+$947K	﹤0.01%	2473

Other funds holding MSLC

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

LIM

Leavell Investment Management Mobile, Alabama $2.74B AUM 26.51% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

WWM

Western Wealth Management Golden, Colorado $3.06B AUM 26.31% 1-Year Est. Return

HWM

HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return

Stifel Financial's MSLC Position: Q2 2026 in Review

Stifel Financial increased its Morgan Stanley Pathway Large Cap Equity ETF (MSLC) stake by 0.15% in Q2 2026, buying an estimated $1.49K and bringing the position to 17,342 shares worth $1.02M. The position accounts for ﹤0.01% of the portfolio, ranked #2543.

Stifel Financial first reported a position in MSLC in Q4 2025 and has held it in 3 quarters since. 34 funds tracked by Wall St. Rank hold MSLC as of Q2 2026.

Stifel Financial held 17,342 shares of Morgan Stanley Pathway Large Cap Equity ETF worth $1.02M as of Q2 2026.
Stifel Financial bought 26 Morgan Stanley Pathway Large Cap Equity ETF shares in Q2 2026, an estimated $1.49K.
Morgan Stanley Pathway Large Cap Equity ETF made up ﹤0.01% of Stifel Financial's portfolio in Q2 2026, its #2543 holding.
Stifel Financial first reported a position in Morgan Stanley Pathway Large Cap Equity ETF in Q4 2025 and has held it in 3 quarters since.
34 funds tracked by Wall St. Rank held Morgan Stanley Pathway Large Cap Equity ETF as of Q2 2026.

Based on Stifel Financial's 13F filing for Q2 2026, filed 12 Aug 2026.