WFC
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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
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

Other funds holding MS

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 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
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
HCM
Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return
FI
Focused Investors Los Angeles, California $2.96B AUM 15.6% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
AIM
Alphinity Investment Management Sydney, Australia $6.01B AUM 37.17% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

Western Financial Corp's MS Position: Q2 2026 in Review

Western Financial Corp opened a new position in Morgan Stanley (MS) in Q2 2026: 2,000 shares worth $418K. The stake represents 0.12% of the portfolio and ranks #100 among its holdings. This is a return to the name: Western Financial Corp previously reported a position in MS as recently as Q3 2023.

Western Financial Corp first reported a position in MS in Q3 2023 and has held it in 2 quarters since. The position peaked at $694K in Q3 2023. 1,257 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • Western Financial Corp held 2,000 shares of Morgan Stanley worth $418K as of Q2 2026.
  • Morgan Stanley was a new Western Financial Corp position in Q2 2026.
  • Morgan Stanley made up 0.12% of Western Financial Corp's portfolio in Q2 2026, its #100 holding.
  • Western Financial Corp first reported a position in Morgan Stanley in Q3 2023 and has held it in 2 quarters since.
  • Western Financial Corp's Morgan Stanley position peaked at $694K in Q3 2023.
  • 1,257 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Western Financial Corp's 13F filing for Q2 2026, filed 22 Jul 2026.