Morgan Stanley
BGM

Morgan Stanley’s BGM Group Ltd BGM Stock Holding History

Morgan Stanley’s Portfolio BGM Stock Details BGM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$74 Hold
200
– – ﹤0.01% 8005
2026
Q1 		$61 Buy
+200
New +$382 ﹤0.01% 7903
2025
Q2 		– Sell
-358
Closed -$4.1K – 8305
2025
Q1 		$4.1K Hold
358
– – ﹤0.01% 7033
2024
Q4 		$3.02K Hold
358
– – ﹤0.01% 7114
2024
Q3 		$2.86K Hold
358
– – ﹤0.01% 7056
2024
Q2 		$1.19K Sell
358
-1
-0.3% -$4 ﹤0.01% 7135
2024
Q1 		$1.24K Sell
359
-359
-50% -$1.03K ﹤0.01% 7146
2023
Q4 		$2.77K Buy
718
+359
+100% +$942 ﹤0.01% 7098
2023
Q3 		$1.41K Hold
359
– – ﹤0.01% 7187
2023
Q2 		$1.56K Hold
359
– – ﹤0.01% 7229
2023
Q1 		$2.24K Hold
359
– – ﹤0.01% 7220
2022
Q4 		$1.33K Hold
359
– – ﹤0.01% 7432
2022
Q3 		$2K Sell
359
-400
-53% -$2.92K ﹤0.01% 7494
2022
Q2 		$8K Sell
759
-1,000
-57% -$8.93K ﹤0.01% 7290
2022
Q1 		$15K Hold
1,759
– – ﹤0.01% 7268
2021
Q4 		$23K Hold
1,759
– – ﹤0.01% 7174
2021
Q3 		$36K Sell
1,759
-5
-0.3% -$104 ﹤0.01% 6860
2021
Q2 		$37K Buy
1,764
+5
+0.3% +$112 ﹤0.01% 6795
2021
Q1 		$41K Buy
+1,759
New +$56.8K ﹤0.01% 6439

Other funds holding BGM

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
XT
XTX Topco George Town, Cayman Islands $7.72B AUM 32.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
VF
Virtu Financial New York $3.18B AUM 65.92% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
GSC
Ground Swell Capital Folly Beach, South Carolina $92.6M AUM 41.64% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
SS
SBI Securities Tokyo, Japan $4.4B AUM 74.26% 1-Year Est. Return

Morgan Stanley's BGM Position: Q2 2026 in Review

Morgan Stanley held its BGM Group Ltd (BGM) position steady in Q2 2026 at 200 shares worth $74. The position accounts for ﹤0.01% of the portfolio, ranked #8005.

Morgan Stanley first reported a position in BGM in Q1 2021 and has held it in 19 quarters since. The position peaked at $41K in Q1 2021. 12 funds tracked by Wall St. Rank hold BGM as of Q2 2026.

  • Morgan Stanley held 200 shares of BGM Group Ltd worth $74 as of Q2 2026.
  • Morgan Stanley left its BGM Group Ltd share count unchanged in Q2 2026.
  • BGM Group Ltd made up ﹤0.01% of Morgan Stanley's portfolio in Q2 2026, its #8005 holding.
  • Morgan Stanley first reported a position in BGM Group Ltd in Q1 2021 and has held it in 19 quarters since.
  • Morgan Stanley's BGM Group Ltd position peaked at $41K in Q1 2021.
  • 12 funds tracked by Wall St. Rank held BGM Group Ltd as of Q2 2026.

Based on Morgan Stanley's 13F filing for Q2 2026, filed 13 Aug 2026.