KFG
MS icon

Kingdom Financial Group’s Morgan Stanley MS Stock Holding History

Kingdom 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
Q1 		$19.1K Buy
116
+65
+127% +$11.3K 0.01% 393
2025
Q4 		$9.05K Buy
+51
New +$8.51K ﹤0.01% 425

Other funds holding MS

Mitsubishi UFJ Financial Group
Mitsubishi UFJ Financial Group Tokyo, Japan $62.1B AUM 41.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Kingdom Financial Group's MS Position: Q1 2026 in Review

Kingdom Financial Group increased its Morgan Stanley (MS) stake by 127% in Q1 2026, buying an estimated $11.3K and bringing the position to 116 shares worth $19.1K. The position accounts for 0.01% of the portfolio, ranked #393.

Kingdom Financial Group first reported a position in MS in Q4 2025 and has held it in 2 quarters since. 2,489 funds tracked by Wall St. Rank hold MS as of Q1 2026.

  • Kingdom Financial Group held 116 shares of Morgan Stanley worth $19.1K as of Q1 2026.
  • Kingdom Financial Group bought 65 Morgan Stanley shares in Q1 2026, an estimated $11.3K.
  • Morgan Stanley made up 0.01% of Kingdom Financial Group's portfolio in Q1 2026, its #393 holding.
  • Kingdom Financial Group first reported a position in Morgan Stanley in Q4 2025 and has held it in 2 quarters since.
  • 2,489 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on Kingdom Financial Group's 13F filing for Q1 2026, filed 13 May 2026.