SUCCESSION FINANCIAL, INC.’s Microsoft MSFT Stock Holding History

SUCCESSION FINANCIAL, INC.’s Portfolio MSFT Stock Details MSFT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$290K	Buy	+778	New	+$315K	0.28%	35

Other funds holding MSFT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

SUCCESSION FINANCIAL, INC.'s MSFT Position: Q2 2026 in Review

SUCCESSION FINANCIAL, INC. opened a new position in Microsoft (MSFT) in Q2 2026: 778 shares worth $290K. The stake represents 0.28% of the portfolio and ranks #35 among its holdings.

4,112 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

SUCCESSION FINANCIAL, INC. held 778 shares of Microsoft worth $290K as of Q2 2026.
Microsoft was a new SUCCESSION FINANCIAL, INC. position in Q2 2026.
Microsoft made up 0.28% of SUCCESSION FINANCIAL, INC.'s portfolio in Q2 2026, its #35 holding.
4,112 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on SUCCESSION FINANCIAL, INC.'s 13F filing for Q2 2026, filed 7 Aug 2026.