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 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 Tokyo, Japan $62.1B AUM 41.06% 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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

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

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

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

Texas Capital Bank Wealth Management Services's MS Position: Q1 2026 in Review

Texas Capital Bank Wealth Management Services reduced its Morgan Stanley (MS) stake by 4.3% in Q1 2026, selling an estimated $545K and leaving 70,947 shares worth $11.7M. The position accounts for 0.69% of the portfolio, ranked #31.

Texas Capital Bank Wealth Management Services first reported a position in MS in Q3 2020 and has held it in 13 quarters since. The position peaked at $13.2M in Q4 2025. 2,489 funds tracked by Wall St. Rank hold MS as of Q1 2026.

Texas Capital Bank Wealth Management Services held 70,947 shares of Morgan Stanley worth $11.7M as of Q1 2026.
Texas Capital Bank Wealth Management Services sold 3,150 Morgan Stanley shares in Q1 2026, an estimated $545K.
Morgan Stanley made up 0.69% of Texas Capital Bank Wealth Management Services's portfolio in Q1 2026, its #31 holding.
Texas Capital Bank Wealth Management Services first reported a position in Morgan Stanley in Q3 2020 and has held it in 13 quarters since.
Texas Capital Bank Wealth Management Services's Morgan Stanley position peaked at $13.2M in Q4 2025.
2,489 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on Texas Capital Bank Wealth Management Services's 13F filing for Q1 2026, filed 11 May 2026.