UMB Bank’s Morgan Stanley MS Stock Holding History

UMB Bank’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	$27.3M	Sell	166,037 -7,480	-4%	-$1.29M	0.38%	61
2025 Q4	$30.8M	Buy	173,517 +7,172	+4%	+$1.2M	0.41%	56
2025 Q3	$26.4M	Sell	166,345 -6,709	-4%	-$991K	0.39%	52
2025 Q2	$24.4M	Sell	173,054 -6,511	-4%	-$800K	0.38%	54
2025 Q1	$20.9M	Sell	179,565 -7,736	-4%	-$997K	0.35%	60
2024 Q4	$23.5M	Sell	187,301 -8,456	-4%	-$1.04M	0.37%	57
2024 Q3	$20.4M	Sell	195,757 -11,447	-6%	-$1.15M	0.32%	68
2024 Q2	$20.1M	Sell	207,204 -57,594	-22%	-$5.48M	0.33%	64
2024 Q1	$24.9M	Sell	264,798 -276,574	-51%	-$24.4M	0.39%	61
2023 Q4	$50.5M	Sell	541,372 -44,873	-8%	-$3.59M	0.74%	34
2023 Q3	$47.9M	Sell	586,245 -34,320	-6%	-$2.98M	0.77%	35
2023 Q2	$53M	Sell	620,565 -849	-0.1%	-$72.6K	0.8%	33
2023 Q1	$54.6M	Sell	621,414 -4,338	-0.7%	-$405K	0.87%	27
2022 Q4	$53.2M	Buy	625,752 +3,256	+0.5%	+$278K	0.84%	31
2022 Q3	$49.2M	Buy	622,496 +144,401	+30%	+$12.2M	0.83%	29
2022 Q2	$36.4M	Buy	478,095 +6,717	+1%	+$550K	0.57%	43
2022 Q1	$41.2M	Buy	471,378 +12,964	+3%	+$1.25M	0.55%	42
2021 Q4	$45M	Buy	458,414 +50,626	+12%	+$5.04M	0.57%	39
2021 Q3	$39.7M	Buy	407,788 +8,166	+2%	+$809K	0.89%	22
2021 Q2	$36.6M	Buy	399,622 +4,211	+1%	+$361K	0.84%	28
2021 Q1	$30.7M	Buy	395,411 +85,493	+28%	+$6.55M	0.75%	31
2020 Q4	$21.2M	Buy	309,918 +242,179	+358%	+$13.9M	0.57%	45
2020 Q3	$3.27M	Hold	67,739	–	–	0.1%	145
2020 Q2	$3.27M	Sell	67,739 -8,568	-11%	-$360K	0.1%	145
2020 Q1	$2.59M	Sell	76,307 -20,514	-21%	-$966K	0.09%	144
2019 Q4	$4.95M	Sell	96,821 -27,683	-22%	-$1.31M	0.14%	123
2019 Q3	$5.31K	Sell	124,504 -302,570	-71%	-$12.9M	0.13%	122
2019 Q2	$18.7K	Sell	427,074 -11,539	-3%	-$515K	0.46%	57
2019 Q1	$18.5M	Buy	438,613 +13,351	+3%	+$562K	0.56%	56
2018 Q4	$16.9K	Buy	425,262 +19,074	+5%	+$832K	0.51%	54
2018 Q3	$18.9M	Sell	406,188 -90,683	-18%	-$4.43M	0.56%	55
2018 Q2	$23.6M	Buy	496,871 +18,352	+4%	+$959K	0.75%	34
2018 Q1	$25.8M	Buy	478,519 +2,085	+0.4%	+$115K	0.83%	28
2017 Q4	$25M	Sell	476,434 -5,052	-1%	-$255K	0.81%	33
2017 Q3	$23.2M	Sell	481,486 -3,875	-0.8%	-$180K	0.8%	34
2017 Q2	$21.6M	Sell	485,361 -14,308	-3%	-$617K	0.76%	37
2017 Q1	$21.4M	Sell	499,669 -1,064	-0.2%	-$47.2K	0.75%	38
2016 Q4	$21.2M	Buy	500,733 +13,631	+3%	+$515K	0.78%	37
2016 Q3	$15.6M	Buy	487,102 +328,567	+207%	+$9.8M	0.63%	50
2016 Q2	$4.12M	Buy	158,535 +135,615	+592%	+$3.55M	0.17%	104
2016 Q1	$573K	Sell	22,920 -20,670	-47%	-$527K	0.02%	221
2015 Q4	$1.39M	Sell	43,590 -17,892	-29%	-$595K	0.06%	178
2015 Q3	$1.94M	Sell	61,482 -139,539	-69%	-$5.08M	0.11%	128
2015 Q2	$7.8K	Sell	201,021 -9,346	-4%	-$356K	0.36%	70
2015 Q1	$7.51K	Buy	210,367 +21,663	+11%	+$777K	0.34%	77
2014 Q4	$7.32M	Buy	188,704 +14,055	+8%	+$500K	0.33%	78
2014 Q3	$6.04K	Buy	174,649 +48,448	+38%	+$1.61M	0.29%	83
2014 Q2	$4.08M	Buy	126,201 +2,708	+2%	+$83.5K	0.19%	103
2014 Q1	$3.85M	Buy	+123,493	New	+$3.82M	0.22%	103

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

UMB Bank's MS Position: Q1 2026 in Review

UMB Bank reduced its Morgan Stanley (MS) stake by 4.3% in Q1 2026, selling an estimated $1.29M and leaving 166,037 shares worth $27.3M. The position accounts for 0.38% of the portfolio, ranked #61.

UMB Bank first reported a position in MS in Q1 2014 and has held it in 49 quarters since. The position peaked at $54.6M in Q1 2023. 2,487 funds tracked by Wall St. Rank hold MS as of Q1 2026.

UMB Bank held 166,037 shares of Morgan Stanley worth $27.3M as of Q1 2026.
UMB Bank sold 7,480 Morgan Stanley shares in Q1 2026, an estimated $1.29M.
Morgan Stanley made up 0.38% of UMB Bank's portfolio in Q1 2026, its #61 holding.
UMB Bank first reported a position in Morgan Stanley in Q1 2014 and has held it in 49 quarters since.
UMB Bank's Morgan Stanley position peaked at $54.6M in Q1 2023.
2,487 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on UMB Bank's 13F filing for Q1 2026, filed 11 May 2026.