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TCFG Investment Advisors’s Morgan Stanley MS Stock Holding History

TCFG Investment Advisors’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 		$456K Buy
2,182
+187
+9% +$37K 0.15% 156
2026
Q1 		$328K Buy
+1,995
New +$345K 0.12% 178

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

TCFG Investment Advisors's MS Position: Q2 2026 in Review

TCFG Investment Advisors increased its Morgan Stanley (MS) stake by 9.4% in Q2 2026, buying an estimated $37K and bringing the position to 2,182 shares worth $456K. The position accounts for 0.15% of the portfolio, ranked #156.

TCFG Investment Advisors first reported a position in MS in Q1 2026 and has held it in 2 quarters since. 2,718 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • TCFG Investment Advisors held 2,182 shares of Morgan Stanley worth $456K as of Q2 2026.
  • TCFG Investment Advisors bought 187 Morgan Stanley shares in Q2 2026, an estimated $37K.
  • Morgan Stanley made up 0.15% of TCFG Investment Advisors's portfolio in Q2 2026, its #156 holding.
  • TCFG Investment Advisors first reported a position in Morgan Stanley in Q1 2026 and has held it in 2 quarters since.
  • 2,718 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on TCFG Investment Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.