Allen Capital Group
MS icon

Allen Capital Group’s Morgan Stanley MS Stock Holding History

Allen Capital Group’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 		$887K Buy
4,715
+66
+1% +$14K 0.07% 155
2026
Q2 		$972K Buy
4,649
+103
+2% +$20.4K 0.08% 147
2026
Q1 		$748K Buy
4,546
+60
+1% +$10.4K 0.07% 151
2025
Q4 		$796K Buy
4,486
+146
+3% +$24.4K 0.07% 144
2025
Q3 		$690K Buy
4,340
+5
+0.1% +$738 0.07% 160
2025
Q2 		$611K Buy
4,335
+429
+11% +$52.7K 0.06% 160
2025
Q1 		$456K Buy
3,906
+156
+4% +$20.1K 0.05% 173
2024
Q4 		$471K Buy
3,750
+483
+15% +$59.5K 0.06% 156
2024
Q3 		$341K Buy
3,267
+886
+37% +$89.2K 0.04% 177
2024
Q2 		$231K Buy
+2,381
New +$227K 0.03% 193

Other funds holding MS

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Hamlin Capital Management
Hamlin Capital Management New York $4.04B AUM 11.59% 1-Year Est. Return
Focused Investors
Focused Investors Los Angeles, California $2.41B AUM 10.28% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return
Douglas Lane & Associates
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return

Allen Capital Group's MS Position: Q3 2026 in Review

Allen Capital Group increased its Morgan Stanley (MS) stake by 1.4% in Q3 2026, buying an estimated $14K and bringing the position to 4,715 shares worth $887K. The position accounts for 0.07% of the portfolio, ranked #155.

Allen Capital Group first reported a position in MS in Q2 2024 and has held it in 10 quarters since. The position peaked at $972K in Q2 2026. 1,109 funds tracked by Wall St. Rank hold MS as of Q3 2026.

  • Allen Capital Group held 4,715 shares of Morgan Stanley worth $887K as of Q3 2026.
  • Allen Capital Group bought 66 Morgan Stanley shares in Q3 2026, an estimated $14K.
  • Morgan Stanley made up 0.07% of Allen Capital Group's portfolio in Q3 2026, its #155 holding.
  • Allen Capital Group first reported a position in Morgan Stanley in Q2 2024 and has held it in 10 quarters since.
  • Allen Capital Group's Morgan Stanley position peaked at $972K in Q2 2026.
  • 1,109 funds tracked by Wall St. Rank held Morgan Stanley as of Q3 2026.

Based on Allen Capital Group's 13F filing for Q3 2026, filed 27 Oct 2026.