Texas Capital Bancshares’s Morgan Stanley MS Stock Holding History

Texas Capital Bancshares’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
2025 Q3	$927K	Sell	5,832 -3,138	-35%	-$463K	0.36%	26
2025 Q2	$1.26M	Hold	8,970	–	–	0.46%	22
2025 Q1	$1.05M	Sell	8,970 -244	-3%	-$31.4K	0.45%	26
2024 Q4	$1.16M	Hold	9,214	–	–	0.47%	21
2024 Q3	$960K	Hold	9,214	–	–	0.39%	32
2024 Q2	$896K	Sell	9,214 -176	-2%	-$16.8K	0.37%	32
2024 Q1	$884K	Buy	9,390 +2,452	+35%	+$216K	0.4%	33
2023 Q4	$647K	Hold	6,938	–	–	0.34%	38
2023 Q3	$567K	Buy	6,938 +22	+0.3%	+$1.91K	0.31%	44
2023 Q2	$591K	Buy	+6,916	New	+$591K	0.33%	46
2015 Q3	–	Sell	-5,206	Closed	-$202K	–	114
2015 Q2	$202K	Sell	5,206 -450	-8%	-$17.1K	0.14%	113
2015 Q1	$202K	Sell	5,656 -100	-2%	-$3.59K	0.11%	167
2014 Q4	$223K	Buy	+5,756	New	+$205K	0.12%	158

Other funds holding MS

Mitsubishi UFJ Financial Group Tokyo, Japan $62.1B AUM 41.06% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Texas Capital Bancshares's MS Position: Q3 2025 in Review

Texas Capital Bancshares reduced its Morgan Stanley (MS) stake by 35% in Q3 2025, selling an estimated $463K and leaving 5,832 shares worth $927K. The position accounts for 0.36% of the portfolio, ranked #26.

Texas Capital Bancshares first reported a position in MS in Q4 2014 and has held it in 13 quarters since. The position peaked at $1.26M in Q2 2025. 2,259 funds tracked by Wall St. Rank hold MS as of Q3 2025.

Texas Capital Bancshares held 5,832 shares of Morgan Stanley worth $927K as of Q3 2025.
Texas Capital Bancshares sold 3,138 Morgan Stanley shares in Q3 2025, an estimated $463K.
Morgan Stanley made up 0.36% of Texas Capital Bancshares's portfolio in Q3 2025, its #26 holding.
Texas Capital Bancshares first reported a position in Morgan Stanley in Q4 2014 and has held it in 13 quarters since.
Texas Capital Bancshares's Morgan Stanley position peaked at $1.26M in Q2 2025.
2,259 funds tracked by Wall St. Rank held Morgan Stanley as of Q3 2025.

Based on Texas Capital Bancshares's 13F filing for Q3 2025, filed 13 Nov 2025.