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BFSG LLC’s Morgan Stanley MS Stock Holding History

BFSG LLC’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 		$124K Hold
595
– – 0.01% 343
2026
Q1 		$97.9K Buy
595
+35
+6% +$6.06K 0.01% 364
2025
Q4 		$99.4K Hold
560
– – 0.01% 345
2025
Q3 		$89K Hold
560
– – 0.01% 356
2025
Q2 		$78.9K Hold
560
– – 0.01% 349
2025
Q1 		$65.3K Hold
560
– – 0.01% 355
2024
Q4 		$70.4K Hold
560
– – 0.01% 354
2024
Q3 		$58.4K Hold
560
– – 0.01% 370
2024
Q2 		$54.4K Hold
560
– – 0.01% 357
2024
Q1 		$52.7K Sell
560
-40
-7% -$3.52K 0.01% 373
2023
Q4 		$56K Buy
+600
New +$48K 0.01% 347

Other funds holding MS

Robeco Institutional Asset Management
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
OIAM
OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return
Swedbank
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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
GIA
Gateway Investment Advisers Cincinnati, Ohio $10.1B AUM 40.26% 1-Year Est. Return

BFSG LLC's MS Position: Q2 2026 in Review

BFSG LLC held its Morgan Stanley (MS) position steady in Q2 2026 at 595 shares worth $124K. The position accounts for 0.01% of the portfolio, ranked #343.

BFSG LLC first reported a position in MS in Q4 2023 and has held it in 11 quarters since. 596 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • BFSG LLC held 595 shares of Morgan Stanley worth $124K as of Q2 2026.
  • BFSG LLC left its Morgan Stanley share count unchanged in Q2 2026.
  • Morgan Stanley made up 0.01% of BFSG LLC's portfolio in Q2 2026, its #343 holding.
  • BFSG LLC first reported a position in Morgan Stanley in Q4 2023 and has held it in 11 quarters since.
  • 596 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on BFSG LLC's 13F filing for Q2 2026, filed 20 Jul 2026.