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

Texas 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
Q2 		$972K Sell
4,649
-45
-1% -$8.91K 0.32% 76
2026
Q1 		$772K Sell
4,694
-90
-2% -$15.6K 0.29% 86
2025
Q4 		$849K Hold
4,784
– – 0.31% 83
2025
Q3 		$760K Hold
4,784
– – 0.29% 88
2025
Q2 		$674K Hold
4,784
– – 0.27% 95
2025
Q1 		$558K Hold
4,784
– – 0.24% 101
2024
Q4 		$601K Buy
+4,784
New +$589K 0.25% 103

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

Texas Bank & Trust's MS Position: Q2 2026 in Review

Texas Bank & Trust reduced its Morgan Stanley (MS) stake by 0.96% in Q2 2026, selling an estimated $8.91K and leaving 4,649 shares worth $972K. The position accounts for 0.32% of the portfolio, ranked #76.

Texas Bank & Trust first reported a position in MS in Q4 2024 and has held it in 7 quarters since. 2,737 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • Texas Bank & Trust held 4,649 shares of Morgan Stanley worth $972K as of Q2 2026.
  • Texas Bank & Trust sold 45 Morgan Stanley shares in Q2 2026, an estimated $8.91K.
  • Morgan Stanley made up 0.32% of Texas Bank & Trust's portfolio in Q2 2026, its #76 holding.
  • Texas Bank & Trust first reported a position in Morgan Stanley in Q4 2024 and has held it in 7 quarters since.
  • 2,737 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Texas Bank & Trust's 13F filing for Q2 2026, filed 31 Jul 2026.