TFC Financial Management
MS icon

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
Q3 		$267K Buy
1,418
+1
+0.1% +$212 0.03% 120
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% -$9.7K 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 +$1.96K ﹤0.01% 412

Other funds holding MS

Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Harel Insurance Investments & Financial Services
Harel Insurance Investments & Financial Services Ramat Gan, Israel $21.3B AUM 44.31% 1-Year Est. Return
Alecta Tjanstepension Omsesidigt
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $24.1B AUM 30.72% 1-Year Est. Return
Hamlin Capital Management
Hamlin Capital Management New York $4.04B AUM 11.59% 1-Year Est. Return
Focused Investors
Focused Investors Los Angeles, California $2.41B AUM 10.28% 1-Year Est. Return

TFC Financial Management's MS Position: Q3 2026 in Review

TFC Financial Management increased its Morgan Stanley (MS) stake by 0.07% in Q3 2026, buying an estimated $212 and bringing the position to 1,418 shares worth $267K. The position accounts for 0.03% of the portfolio, ranked #120.

TFC Financial Management first reported a position in MS in Q3 2020 and has held it in 25 quarters since. The position peaked at $296K in Q2 2026. 1,220 funds tracked by Wall St. Rank hold MS as of Q3 2026.

  • TFC Financial Management held 1,418 shares of Morgan Stanley worth $267K as of Q3 2026.
  • TFC Financial Management bought 1 Morgan Stanley share in Q3 2026, an estimated $212.
  • Morgan Stanley made up 0.03% of TFC Financial Management's portfolio in Q3 2026, its #120 holding.
  • TFC Financial Management first reported a position in Morgan Stanley in Q3 2020 and has held it in 25 quarters since.
  • TFC Financial Management's Morgan Stanley position peaked at $296K in Q2 2026.
  • 1,220 funds tracked by Wall St. Rank held Morgan Stanley as of Q3 2026.

Based on TFC Financial Management's 13F filing for Q3 2026, filed 26 Oct 2026.