Western Financial Corp
MS icon

Western Financial Corp’s Morgan Stanley MS Stock Holding History

Western Financial Corp’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 		$694K Buy
3,692
+1,692
+85% +$360K 0.23% 97
2026
Q2 		$418K Buy
+2,000
New +$396K 0.12% 100
2023
Q4 		– Sell
-8,494
Closed -$694K – 111
2023
Q3 		$694K Buy
+8,494
New +$737K 0.51% 55

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Amundi
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Dimensional Fund Advisors
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Barclays
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Deutsche Bank
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Mitsubishi UFJ Asset Management
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Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Western Financial Corp's MS Position: Q3 2026 in Review

Western Financial Corp increased its Morgan Stanley (MS) stake by 85% in Q3 2026, buying an estimated $360K and bringing the position to 3,692 shares worth $694K. The position accounts for 0.23% of the portfolio, ranked #97.

Western Financial Corp first reported a position in MS in Q3 2023 and has held it in 3 quarters since. 1,560 funds tracked by Wall St. Rank hold MS as of Q3 2026.

  • Western Financial Corp held 3,692 shares of Morgan Stanley worth $694K as of Q3 2026.
  • Western Financial Corp bought 1,692 Morgan Stanley shares in Q3 2026, an estimated $360K.
  • Morgan Stanley made up 0.23% of Western Financial Corp's portfolio in Q3 2026, its #97 holding.
  • Western Financial Corp first reported a position in Morgan Stanley in Q3 2023 and has held it in 3 quarters since.
  • 1,560 funds tracked by Wall St. Rank held Morgan Stanley as of Q3 2026.

Based on Western Financial Corp's 13F filing for Q3 2026, filed 14 Oct 2026.