Greystone Financial Group
MS icon

Greystone Financial Group’s Morgan Stanley MS Stock Holding History

Greystone 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
Q3 		$7.94M Sell
42,223
-208
-0.5% -$44.2K 2.21% 21
2026
Q2 		$8.87M Sell
42,431
-1,639
-4% -$325K 2.48% 12
2026
Q1 		$7.25M Sell
44,070
-36,515
-45% -$6.32M 2.05% 20
2025
Q4 		$14.3M Sell
80,585
-2,090
-3% -$349K 2.23% 15
2025
Q3 		$13.1M Sell
82,675
-14,517
-15% -$2.14M 2.04% 19
2025
Q2 		$13.7M Sell
97,192
-672
-0.7% -$82.5K 2.25% 12
2025
Q1 		$11.4M Sell
97,864
-2,042
-2% -$263K 2.07% 17
2024
Q4 		$12.6M Sell
99,906
-13,367
-12% -$1.65M 2.18% 16
2024
Q3 		$11.8M Buy
113,273
+16,700
+17% +$1.68M 2.11% 18
2024
Q2 		$9.39M Sell
96,573
-9,246
-9% -$880K 1.84% 22
2024
Q1 		$10M Buy
105,819
+2,411
+2% +$212K 1.99% 16
2023
Q4 		$9.6M Buy
103,408
+23,111
+29% +$1.85M 2.23% 13
2023
Q3 		$6.56M Buy
80,297
+32,543
+68% +$2.83M 1.64% 25
2023
Q2 		$4.08M Buy
+47,754
New +$4.08M 0.95% 39

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
Harel Insurance Investments & Financial Services
Harel Insurance Investments & Financial Services Ramat Gan, Israel $21.3B AUM 44.31% 1-Year Est. Return
Alecta Tjanstepension Omsesidigt
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $24.1B AUM 30.72% 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

Greystone Financial Group's MS Position: Q3 2026 in Review

Greystone Financial Group reduced its Morgan Stanley (MS) stake by 0.49% in Q3 2026, selling an estimated $44.2K and leaving 42,223 shares worth $7.94M. The position accounts for 2.21% of the portfolio, ranked #21.

Greystone Financial Group first reported a position in MS in Q2 2023 and has held it in 14 quarters since. The position peaked at $14.3M in Q4 2025. 1,143 funds tracked by Wall St. Rank hold MS as of Q3 2026.

  • Greystone Financial Group held 42,223 shares of Morgan Stanley worth $7.94M as of Q3 2026.
  • Greystone Financial Group sold 208 Morgan Stanley shares in Q3 2026, an estimated $44.2K.
  • Morgan Stanley made up 2.21% of Greystone Financial Group's portfolio in Q3 2026, its #21 holding.
  • Greystone Financial Group first reported a position in Morgan Stanley in Q2 2023 and has held it in 14 quarters since.
  • Greystone Financial Group's Morgan Stanley position peaked at $14.3M in Q4 2025.
  • 1,143 funds tracked by Wall St. Rank held Morgan Stanley as of Q3 2026.

Based on Greystone Financial Group's 13F filing for Q3 2026, filed 26 Oct 2026.