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Stock Yards Bank & Trust’s Morgan Stanley MS Stock Holding History

Stock Yards Bank & Trust’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 		$5.87M Sell
35,686
-1,195
-3% -$207K 0.18% 85
2025
Q4 		$6.55M Sell
36,881
-2,104
-5% -$351K 0.2% 77
2025
Q3 		$6.2M Sell
38,985
-123
-0.3% -$18.2K 0.19% 81
2025
Q2 		$5.51M Buy
39,108
+1,111
+3% +$136K 0.18% 81
2025
Q1 		$4.43M Sell
37,997
-996
-3% -$128K 0.16% 89
2024
Q4 		$4.9M Sell
38,993
-1,520
-4% -$187K 0.17% 84
2024
Q3 		$4.22M Sell
40,513
-1,649
-4% -$166K 0.14% 103
2024
Q2 		$4.1M Sell
42,162
-487
-1% -$46.4K 0.14% 106
2024
Q1 		$4.02M Buy
42,649
+1,045
+3% +$92K 0.13% 114
2023
Q4 		$3.88M Sell
41,604
-1,237
-3% -$99K 0.14% 114
2023
Q3 		$3.5M Buy
42,841
+1,432
+3% +$124K 0.14% 118
2023
Q2 		$3.54M Sell
41,409
-176
-0.4% -$15.1K 0.13% 122
2023
Q1 		$3.65M Buy
41,585
+3,508
+9% +$327K 0.14% 116
2022
Q4 		$3.24M Buy
38,077
+1,732
+5% +$148K 0.13% 132
2022
Q3 		$2.87M Buy
36,345
+3,282
+10% +$277K 0.12% 129
2022
Q2 		$2.51M Buy
33,063
+27,173
+461% +$2.23M 0.1% 137
2022
Q1 		$515K Buy
5,890
+100
+2% +$9.65K 0.03% 173
2021
Q4 		$568K Buy
5,790
+597
+11% +$59.5K 0.03% 166
2021
Q3 		$505K Sell
5,193
-103
-2% -$10.2K 0.03% 156
2021
Q2 		$485K Hold
5,296
– – 0.03% 163
2021
Q1 		$411K Buy
5,296
+99
+2% +$7.59K 0.03% 176
2020
Q4 		$356K Buy
5,197
+221
+4% +$12.7K 0.03% 176
2020
Q3 		$241K Sell
4,976
-155
-3% -$7.81K 0.02% 200
2020
Q2 		$247K Buy
+5,131
New +$215K 0.02% 197
2020
Q1 		– Sell
-5,435
Closed -$277K – 229
2019
Q4 		$277K Hold
5,435
– – 0.02% 204
2019
Q3 		$232K Hold
5,435
– – 0.02% 212
2019
Q2 		$238K Hold
5,435
– – 0.02% 208
2019
Q1 		$229K Buy
+5,435
New +$229K 0.02% 210

Other funds holding MS

Mitsubishi UFJ Financial Group
Mitsubishi UFJ Financial Group Tokyo, Japan $62.1B AUM 41.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
JP Morgan Chase
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Stock Yards Bank & Trust's MS Position: Q1 2026 in Review

Stock Yards Bank & Trust reduced its Morgan Stanley (MS) stake by 3.2% in Q1 2026, selling an estimated $207K and leaving 35,686 shares worth $5.87M. The position accounts for 0.18% of the portfolio, ranked #85.

Stock Yards Bank & Trust first reported a position in MS in Q1 2019 and has held it in 28 quarters since. The position peaked at $6.55M in Q4 2025. 2,489 funds tracked by Wall St. Rank hold MS as of Q1 2026.

  • Stock Yards Bank & Trust held 35,686 shares of Morgan Stanley worth $5.87M as of Q1 2026.
  • Stock Yards Bank & Trust sold 1,195 Morgan Stanley shares in Q1 2026, an estimated $207K.
  • Morgan Stanley made up 0.18% of Stock Yards Bank & Trust's portfolio in Q1 2026, its #85 holding.
  • Stock Yards Bank & Trust first reported a position in Morgan Stanley in Q1 2019 and has held it in 28 quarters since.
  • Stock Yards Bank & Trust's Morgan Stanley position peaked at $6.55M in Q4 2025.
  • 2,489 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on Stock Yards Bank & Trust's 13F filing for Q1 2026, filed 24 Apr 2026.