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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
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 $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

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

Texas Bank & Trust reduced its Morgan Stanley (MS) stake by 1.9% in Q1 2026, selling an estimated $15.6K and leaving 4,694 shares worth $772K. The position accounts for 0.29% of the portfolio, ranked #86.

Texas Bank & Trust first reported a position in MS in Q4 2024 and has held it in 6 quarters since. The position peaked at $849K in Q4 2025. 2,490 funds tracked by Wall St. Rank hold MS as of Q1 2026.

  • Texas Bank & Trust held 4,694 shares of Morgan Stanley worth $772K as of Q1 2026.
  • Texas Bank & Trust sold 90 Morgan Stanley shares in Q1 2026, an estimated $15.6K.
  • Morgan Stanley made up 0.29% of Texas Bank & Trust's portfolio in Q1 2026, its #86 holding.
  • Texas Bank & Trust first reported a position in Morgan Stanley in Q4 2024 and has held it in 6 quarters since.
  • Texas Bank & Trust's Morgan Stanley position peaked at $849K in Q4 2025.
  • 2,490 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on Texas Bank & Trust's 13F filing for Q1 2026, filed 30 Apr 2026.