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TFC Financial Management’s Morgan Stanley MS Stock Holding History

TFC Financial Management’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 		$296K Sell
1,417
-224
-14% -$44.4K 0.03% 115
2026
Q1 		$270K Buy
1,641
+70
+4% +$12.1K 0.03% 113
2025
Q4 		$279K Buy
1,571
+1
+0.1% +$167 0.04% 113
2025
Q3 		$250K Buy
1,570
+9
+0.6% +$1.33K 0.03% 115
2025
Q2 		$220K Buy
1,561
+8
+0.5% +$983 0.03% 122
2025
Q1 		$181K Buy
1,553
+1,209
+351% +$156K 0.03% 129
2024
Q4 		$43.3K Sell
344
-79
-19% -$9.73K 0.01% 257
2024
Q3 		$44.1K Buy
423
+78
+23% +$7.86K 0.01% 264
2024
Q2 		$33.6K Hold
345
– – 0.01% 270
2024
Q1 		$32.5K Buy
345
+6
+2% +$528 0.01% 267
2023
Q4 		$31.6K Sell
339
-8
-2% -$640 0.01% 260
2023
Q3 		$28.4K Buy
347
+80
+30% +$6.95K 0.01% 258
2023
Q2 		$22.8K Sell
267
-379
-59% -$32.4K 0.01% 277
2023
Q1 		$56.7K Buy
646
+607
+1,556% +$56.6K 0.01% 222
2022
Q4 		$3.34K Hold
39
– – ﹤0.01% 356
2022
Q3 		$3K Hold
39
– – ﹤0.01% 377
2022
Q2 		$3K Hold
39
– – ﹤0.01% 373
2022
Q1 		$3K Hold
39
– – ﹤0.01% 383
2021
Q4 		$4K Hold
39
– – ﹤0.01% 412
2021
Q3 		$4K Hold
39
– – ﹤0.01% 403
2021
Q2 		$4K Hold
39
– – ﹤0.01% 388
2021
Q1 		$3K Hold
39
– – ﹤0.01% 401
2020
Q4 		$3K Hold
39
– – ﹤0.01% 398
2020
Q3 		$2K Buy
+39
New +$1.97K ﹤0.01% 412

Other funds holding MS

Fisher Asset Management
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Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

TFC Financial Management's MS Position: Q2 2026 in Review

TFC Financial Management reduced its Morgan Stanley (MS) stake by 14% in Q2 2026, selling an estimated $44.4K and leaving 1,417 shares worth $296K. The position accounts for 0.03% of the portfolio, ranked #115.

TFC Financial Management first reported a position in MS in Q3 2020 and has held it in 24 quarters since. 1,400 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • TFC Financial Management held 1,417 shares of Morgan Stanley worth $296K as of Q2 2026.
  • TFC Financial Management sold 224 Morgan Stanley shares in Q2 2026, an estimated $44.4K.
  • Morgan Stanley made up 0.03% of TFC Financial Management's portfolio in Q2 2026, its #115 holding.
  • TFC Financial Management first reported a position in Morgan Stanley in Q3 2020 and has held it in 24 quarters since.
  • 1,400 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on TFC Financial Management's 13F filing for Q2 2026, filed 23 Jul 2026.