BFG
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Beacon Financial Group’s Morgan Stanley MS Stock Holding History

Beacon Financial 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
Q2 		$888K Sell
4,250
-972
-19% -$192K 0.08% 186
2026
Q1 		$859K Sell
5,222
-189
-3% -$32.7K 0.09% 179
2025
Q4 		$961K Sell
5,411
-195
-3% -$32.5K 0.1% 166
2025
Q3 		$891K Sell
5,606
-103
-2% -$15.2K 0.09% 179
2025
Q2 		$804K Sell
5,709
-253
-4% -$31.1K 0.08% 184
2025
Q1 		$696K Sell
5,962
-989
-14% -$127K 0.08% 189
2024
Q4 		$874K Sell
6,951
-134
-2% -$16.5K 0.09% 171
2024
Q3 		$739K Sell
7,085
-515
-7% -$51.9K 0.08% 185
2024
Q2 		$739K Sell
7,600
-40
-0.5% -$3.81K 0.08% 182
2024
Q1 		$719K Sell
7,640
-910
-11% -$80.1K 0.08% 184
2023
Q4 		$797K Sell
8,550
-1,533
-15% -$123K 0.1% 165
2023
Q3 		$859K Sell
10,083
-380
-4% -$33K 0.12% 145
2023
Q2 		$892K Sell
10,463
-872
-8% -$74.6K 0.12% 139
2023
Q1 		$952K Buy
+11,335
New +$1.06M 0.13% 138

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

Beacon Financial Group's MS Position: Q2 2026 in Review

Beacon Financial Group reduced its Morgan Stanley (MS) stake by 19% in Q2 2026, selling an estimated $192K and leaving 4,250 shares worth $888K. The position accounts for 0.08% of the portfolio, ranked #186.

Beacon Financial Group first reported a position in MS in Q1 2023 and has held it in 14 quarters since. The position peaked at $961K in Q4 2025. 1,257 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • Beacon Financial Group held 4,250 shares of Morgan Stanley worth $888K as of Q2 2026.
  • Beacon Financial Group sold 972 Morgan Stanley shares in Q2 2026, an estimated $192K.
  • Morgan Stanley made up 0.08% of Beacon Financial Group's portfolio in Q2 2026, its #186 holding.
  • Beacon Financial Group first reported a position in Morgan Stanley in Q1 2023 and has held it in 14 quarters since.
  • Beacon Financial Group's Morgan Stanley position peaked at $961K in Q4 2025.
  • 1,257 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Beacon Financial Group's 13F filing for Q2 2026, filed 16 Jul 2026.