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Morgan Stanley shares owned by TFC Financial Management

Quarter-by-quarter ownership of Morgan Stanley (MS) shares owned by TFC Financial Management from 13F filings

Historical chart of TFC Financial Management investment in Morgan Stanley

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All positions including Morgan Stanley held by TFC Financial Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Morgan Stanley by TFC Financial Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $250k 1.6k 158.93
2025-06-30 $220k 1.6k 140.90
2025-03-31 $181k 1.6k 116.66
2024-12-31 $43k 344 125.84
2024-09-30 $44k 423 104.32
2024-06-30 $34k 345 97.29
2024-03-31 $33k 345 94.25
2023-12-31 $32k 339 93.34
2023-09-30 $28k 347 81.75
2023-06-30 $23k 267 85.51
2023-03-31 $57k 646 87.85
2022-12-31 $3.3k 39 85.74
2022-09-30 $3.0k 39 76.92
2022-06-30 $3.0k 39 76.92
2022-03-31 $3.0k 39 76.92
2021-12-31 $4.0k 39 102.56
2021-09-30 $4.0k 39 102.56
2021-06-30 $4.0k 39 102.56
2021-03-31 $3.0k 39 76.92
2020-12-31 $3.0k 39 76.92
2020-09-30 $2.0k 39 51.28