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	7	–	–	﹤0.01%	8005
2026 Q1	$61	Buy	+7	New	+$401	﹤0.01%	7903
2025 Q2	–	Sell	-12	Closed	-$4.1K	–	8305
2025 Q1	$4.1K	Hold	12	–	–	﹤0.01%	7033
2024 Q4	$3.02K	Hold	12	–	–	﹤0.01%	7114
2024 Q3	$2.86K	Hold	12	–	–	﹤0.01%	7056
2024 Q2	$1.19K	Hold	12	–	–	﹤0.01%	7135
2024 Q1	$1.24K	Hold	12	–	–	﹤0.01%	7146
2023 Q4	$1.38K	Hold	12	–	–	﹤0.01%	7098
2023 Q3	$1.41K	Hold	12	–	–	﹤0.01%	7187
2023 Q2	$1.56K	Hold	12	–	–	﹤0.01%	7229
2023 Q1	$2.24K	Hold	12	–	–	﹤0.01%	7220
2022 Q4	$1.33K	Hold	12	–	–	﹤0.01%	7432
2022 Q3	$2K	Sell	12 -13	-52%	-$2.84K	﹤0.01%	7494
2022 Q2	$8K	Sell	25 -34	-58%	-$9.11K	﹤0.01%	7290
2022 Q1	$15K	Hold	59	–	–	﹤0.01%	7268
2021 Q4	$23K	Hold	59	–	–	﹤0.01%	7174
2021 Q3	$36K	Hold	59	–	–	﹤0.01%	6860
2021 Q2	$37K	Hold	59	–	–	﹤0.01%	6795
2021 Q1	$41K	Buy	+59	New	+$57.2K	﹤0.01%	6439

Other funds holding BGM

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

XTX Topco George Town, Cayman Islands $7.72B AUM 32.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Jane Street New York $1.19T AUM 51.51% 1-Year Est. Return

Virtu Financial New York $3.18B AUM 65.92% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

GSC

Ground Swell Capital Folly Beach, South Carolina $43.4M AUM 20.78% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

SBI Securities Tokyo, Japan $4.38B AUM 56.37% 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 7 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. 10 funds tracked by Wall St. Rank hold BGM as of Q2 2026.

Morgan Stanley held 7 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.
10 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.