IFG Advisors’s Morgan Stanley MS Stock Holding History

IFG Advisors’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	$1.44M	Hold	7,632	–	–	0.2%	56
2026 Q2	$1.6M	Hold	7,632	–	–	0.22%	54
2026 Q1	$1.26M	Hold	7,632	–	–	0.21%	53
2025 Q4	$1.35M	Hold	7,632	–	–	0.23%	52
2025 Q3	$1.21M	Hold	7,632	–	–	0.2%	55
2025 Q2	$1.08M	Buy	7,632 +700	+10%	+$86K	0.18%	57
2025 Q1	$809K	Hold	6,932	–	–	0.16%	61
2024 Q4	$871K	Hold	6,932	–	–	0.17%	57
2024 Q3	$723K	Hold	6,932	–	–	0.15%	63
2024 Q2	$674K	Hold	6,932	–	–	0.16%	62
2024 Q1	$653K	Hold	6,932	–	–	0.17%	61
2023 Q4	$646K	Hold	6,932	–	–	0.19%	60
2023 Q3	$566K	Hold	6,932	–	–	0.2%	58
2023 Q2	$592K	Hold	6,932	–	–	0.21%	57
2023 Q1	$609K	Hold	6,932	–	–	0.24%	51
2022 Q4	$589K	Hold	6,932	–	–	0.26%	50
2022 Q3	$548K	Hold	6,932	–	–	0.28%	51
2022 Q2	$527K	Hold	6,932	–	–	0.27%	52
2022 Q1	$606K	Hold	6,932	–	–	0.27%	53
2021 Q4	$680K	Hold	6,932	–	–	0.29%	51
2021 Q3	$675K	Buy	6,932 +1,449	+26%	+$144K	0.31%	47
2021 Q2	$503K	Buy	5,483 +500	+10%	+$42.9K	0.24%	57
2021 Q1	$387K	Hold	4,983	–	–	0.21%	61
2020 Q4	$341K	Hold	4,983	–	–	0.21%	60
2020 Q3	$242K	Hold	4,983	–	–	0.17%	78
2020 Q2	$241K	Buy	+4,983	New	+$209K	0.19%	73
2020 Q1	–	Sell	-4,983	Closed	-$255K	–	90
2019 Q4	$255K	Hold	4,983	–	–	0.21%	53
2019 Q3	$213K	Buy	+4,983	New	+$213K	0.2%	62

Other funds holding MS

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return

KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

Harel Insurance Investments & Financial Services Ramat Gan, Israel $21.3B AUM 44.31% 1-Year Est. Return

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $24.1B AUM 30.72% 1-Year Est. Return

IFG Advisors's MS Position: Q3 2026 in Review

IFG Advisors held its Morgan Stanley (MS) position steady in Q3 2026 at 7,632 shares worth $1.44M. The position accounts for 0.2% of the portfolio, ranked #56.

IFG Advisors first reported a position in MS in Q3 2019 and has held it in 28 quarters since. The position peaked at $1.6M in Q2 2026. 1,384 funds tracked by Wall St. Rank hold MS as of Q3 2026.

IFG Advisors held 7,632 shares of Morgan Stanley worth $1.44M as of Q3 2026.
IFG Advisors left its Morgan Stanley share count unchanged in Q3 2026.
Morgan Stanley made up 0.2% of IFG Advisors's portfolio in Q3 2026, its #56 holding.
IFG Advisors first reported a position in Morgan Stanley in Q3 2019 and has held it in 28 quarters since.
IFG Advisors's Morgan Stanley position peaked at $1.6M in Q2 2026.
1,384 funds tracked by Wall St. Rank held Morgan Stanley as of Q3 2026.

Based on IFG Advisors's 13F filing for Q3 2026, filed 15 Oct 2026.