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Nations Financial Group’s Morgan Stanley MS Stock Holding History

Nations 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
Q2 		$2.36M Buy
11,299
+302
+3% +$59.8K 0.11% 198
2026
Q1 		$1.81M Buy
10,997
+276
+3% +$47.8K 0.09% 234
2025
Q4 		$1.9M Buy
10,721
+4,976
+87% +$830K 0.1% 213
2025
Q3 		$913K Sell
5,745
-17
-0.3% -$2.51K 0.06% 340
2025
Q2 		$812K Buy
5,762
+28
+0.5% +$3.44K 0.06% 339
2025
Q1 		$669K Buy
5,734
+3,655
+176% +$471K 0.05% 362
2024
Q4 		$261K Buy
+2,079
New +$256K 0.02% 583

Other funds holding MS

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
HCM
Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
OIAM
OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
AAMU
AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Nations Financial Group's MS Position: Q2 2026 in Review

Nations Financial Group increased its Morgan Stanley (MS) stake by 2.7% in Q2 2026, buying an estimated $59.8K and bringing the position to 11,299 shares worth $2.36M. The position accounts for 0.11% of the portfolio, ranked #198.

Nations Financial Group first reported a position in MS in Q4 2024 and has held it in 7 quarters since. 825 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • Nations Financial Group held 11,299 shares of Morgan Stanley worth $2.36M as of Q2 2026.
  • Nations Financial Group bought 302 Morgan Stanley shares in Q2 2026, an estimated $59.8K.
  • Morgan Stanley made up 0.11% of Nations Financial Group's portfolio in Q2 2026, its #198 holding.
  • Nations Financial Group first reported a position in Morgan Stanley in Q4 2024 and has held it in 7 quarters since.
  • 825 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Nations Financial Group's 13F filing for Q2 2026, filed 23 Jul 2026.