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Texas Capital Bank Wealth Management Services’s Morgan Stanley MS Stock Holding History

Texas Capital Bank Wealth Management Services’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 		$13.2M Sell
62,963
-7,984
-11% -$1.58M 0.7% 29
2026
Q1 		$11.7M Sell
70,947
-3,150
-4% -$545K 0.69% 31
2025
Q4 		$13.2M Buy
74,097
+5,080
+7% +$847K 0.76% 28
2025
Q3 		$11M Buy
69,017
+1,653
+2% +$244K 0.9% 25
2025
Q2 		$9.49M Sell
67,364
-4,066
-6% -$499K 0.89% 26
2025
Q1 		$8.33M Sell
71,430
-12,278
-15% -$1.58M 0.84% 28
2024
Q4 		$10.5M Sell
83,708
-1,278
-2% -$157K 1.08% 17
2024
Q3 		$8.86M Buy
84,986
+2,144
+3% +$216K 0.87% 30
2024
Q2 		$8.05M Buy
82,842
+3,829
+5% +$364K 0.84% 30
2024
Q1 		$7.44M Buy
79,013
+11,603
+17% +$1.02M 0.82% 35
2023
Q4 		$6.29M Sell
67,410
-1,717
-2% -$137K 0.74% 38
2023
Q3 		$5.65M Sell
69,127
-11,365
-14% -$987K 0.71% 42
2023
Q2 		$6.87M Buy
+80,492
New +$6.88M 0.74% 47
2020
Q4 		– Sell
-8,055
Closed -$389K – 153
2020
Q3 		$389K Buy
+8,055
New +$406K 0.06% 115

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 $3.38T AUM 44.17% 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 Capital Bank Wealth Management Services's MS Position: Q2 2026 in Review

Texas Capital Bank Wealth Management Services reduced its Morgan Stanley (MS) stake by 11% in Q2 2026, selling an estimated $1.58M and leaving 62,963 shares worth $13.2M. The position accounts for 0.7% of the portfolio, ranked #29.

Texas Capital Bank Wealth Management Services first reported a position in MS in Q3 2020 and has held it in 14 quarters since. 2,745 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • Texas Capital Bank Wealth Management Services held 62,963 shares of Morgan Stanley worth $13.2M as of Q2 2026.
  • Texas Capital Bank Wealth Management Services sold 7,984 Morgan Stanley shares in Q2 2026, an estimated $1.58M.
  • Morgan Stanley made up 0.7% of Texas Capital Bank Wealth Management Services's portfolio in Q2 2026, its #29 holding.
  • Texas Capital Bank Wealth Management Services first reported a position in Morgan Stanley in Q3 2020 and has held it in 14 quarters since.
  • 2,745 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Texas Capital Bank Wealth Management Services's 13F filing for Q2 2026, filed 7 Aug 2026.