Morgan Stanley shares owned by BFC Planning
Historical chart of BFC Planning investment in Morgan Stanley
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All positions including Morgan Stanley held by BFC Planning consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Morgan Stanley by BFC Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-06-30 | $3.4M | 16k | 209.03 |
| 2026-03-31 | $2.2M | 14k | 164.57 |
| 2025-12-31 | $4.1M | 23k | 177.53 |
| 2025-09-30 | $694k | 4.4k | 158.94 |
| 2025-06-30 | $851k | 6.0k | 140.85 |
| 2025-03-31 | $672k | 5.8k | 116.69 |
| 2024-12-31 | $735k | 5.8k | 125.75 |