ZBNA
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Zions Bancorporation, National Association’s Morgan Stanley MS Stock Holding History

Zions Bancorporation, National Association’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 		$1.16M Sell
7,072
-3,494
-33% -$605K 0.08% 149
2025
Q4 		$1.88M Buy
10,566
+716
+7% +$119K 0.09% 156
2025
Q3 		$1.57M Sell
9,850
-21,514
-69% -$3.18M 0.08% 172
2025
Q2 		$4.42M Sell
31,364
-134
-0.4% -$16.5K 0.24% 85
2025
Q1 		$3.67M Buy
+31,498
New +$4.06M 0.23% 92

Other funds holding MS

Mitsubishi UFJ Financial Group
Mitsubishi UFJ Financial Group Tokyo, Japan $62.1B AUM 41.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
JP Morgan Chase
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Zions Bancorporation, National Association's MS Position: Q1 2026 in Review

Zions Bancorporation, National Association reduced its Morgan Stanley (MS) stake by 33% in Q1 2026, selling an estimated $605K and leaving 7,072 shares worth $1.16M. The position accounts for 0.08% of the portfolio, ranked #149.

Zions Bancorporation, National Association first reported a position in MS in Q1 2025 and has held it in 5 quarters since. The position peaked at $4.42M in Q2 2025. 2,490 funds tracked by Wall St. Rank hold MS as of Q1 2026.

  • Zions Bancorporation, National Association held 7,072 shares of Morgan Stanley worth $1.16M as of Q1 2026.
  • Zions Bancorporation, National Association sold 3,494 Morgan Stanley shares in Q1 2026, an estimated $605K.
  • Morgan Stanley made up 0.08% of Zions Bancorporation, National Association's portfolio in Q1 2026, its #149 holding.
  • Zions Bancorporation, National Association first reported a position in Morgan Stanley in Q1 2025 and has held it in 5 quarters since.
  • Zions Bancorporation, National Association's Morgan Stanley position peaked at $4.42M in Q2 2025.
  • 2,490 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on Zions Bancorporation, National Association's 13F filing for Q1 2026, filed 8 May 2026.