Stifel Financial
MSLC

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
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
WWM
Western Wealth Management Golden, Colorado $2.63B AUM 21.3% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Stifel Financial's MSLC Position: Q1 2026 in Review

Stifel Financial held its Morgan Stanley Pathway Large Cap Equity ETF (MSLC) position steady in Q1 2026 at 17,316 shares worth $896K. The position accounts for ﹤0.01% of the portfolio, ranked #2514.

Stifel Financial first reported a position in MSLC in Q4 2025 and has held it in 2 quarters since. The position peaked at $942K in Q4 2025. 30 funds tracked by Wall St. Rank hold MSLC as of Q1 2026.

  • Stifel Financial held 17,316 shares of Morgan Stanley Pathway Large Cap Equity ETF worth $896K as of Q1 2026.
  • Stifel Financial left its Morgan Stanley Pathway Large Cap Equity ETF share count unchanged in Q1 2026.
  • Morgan Stanley Pathway Large Cap Equity ETF made up ﹤0.01% of Stifel Financial's portfolio in Q1 2026, its #2514 holding.
  • Stifel Financial first reported a position in Morgan Stanley Pathway Large Cap Equity ETF in Q4 2025 and has held it in 2 quarters since.
  • Stifel Financial's Morgan Stanley Pathway Large Cap Equity ETF position peaked at $942K in Q4 2025.
  • 30 funds tracked by Wall St. Rank held Morgan Stanley Pathway Large Cap Equity ETF as of Q1 2026.

Based on Stifel Financial's 13F filing for Q1 2026, filed 12 May 2026.