BFI Infinity’s Morgan Stanley MS Stock Holding History

BFI Infinity’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	$4.3M	Buy	+20,573	New	+$4.07M	1.28%	14

Other funds holding MS

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

HCM

Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return

Focused Investors Los Angeles, California $2.96B AUM 15.6% 1-Year Est. Return

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

OIAM

OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

AAMU

AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return

DLA

Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

BFI Infinity's MS Position: Q2 2026 in Review

BFI Infinity opened a new position in Morgan Stanley (MS) in Q2 2026: 20,573 shares worth $4.3M. The stake represents 1.28% of the portfolio and ranks #14 among its holdings.

1,021 funds tracked by Wall St. Rank hold MS as of Q2 2026.

BFI Infinity held 20,573 shares of Morgan Stanley worth $4.3M as of Q2 2026.
Morgan Stanley was a new BFI Infinity position in Q2 2026.
Morgan Stanley made up 1.28% of BFI Infinity's portfolio in Q2 2026, its #14 holding.
1,021 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on BFI Infinity's 13F filing for Q2 2026, filed 10 Jul 2026.