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Patriot Financial Group Insurance Agency’s Morgan Stanley MS Stock Holding History

Patriot Financial Group Insurance Agency’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 		$1M Sell
4,795
-5,183
-52% -$1.03M 0.1% 224
2026
Q1 		$1.64M Buy
9,978
+5,132
+106% +$888K 0.09% 231
2025
Q4 		$860K Buy
4,846
+38
+0.8% +$6.34K 0.1% 226
2025
Q3 		$764K Sell
4,808
-4
-0.1% -$591 0.1% 229
2025
Q2 		$678K Sell
4,812
-543
-10% -$66.7K 0.08% 266
2025
Q1 		$625K Buy
5,355
+11
+0.2% +$1.42K 0.08% 253
2024
Q4 		$672K Sell
5,344
-121
-2% -$14.9K 0.09% 237
2024
Q3 		$570K Sell
5,465
-149
-3% -$15K 0.08% 272
2024
Q2 		$546K Sell
5,614
-536
-9% -$51K 0.08% 262
2024
Q1 		$579K Sell
6,150
-169
-3% -$14.9K 0.09% 243
2023
Q4 		$589K Buy
6,319
+290
+5% +$23.2K 0.11% 211
2023
Q3 		$492K Sell
6,029
-251
-4% -$21.8K 0.1% 236
2023
Q2 		$536K Buy
6,280
+21
+0.3% +$1.8K 0.1% 232
2023
Q1 		$550K Buy
6,259
+869
+16% +$81.1K 0.11% 209
2022
Q4 		$458K Sell
5,390
-78
-1% -$6.65K 0.06% 225
2022
Q3 		$432K Buy
5,468
+35
+0.6% +$2.95K 0.11% 217
2022
Q2 		$413K Sell
5,433
-410
-7% -$33.6K 0.08% 234
2022
Q1 		$511K Sell
5,843
-724
-11% -$69.8K 0.09% 232
2021
Q4 		$645K Buy
6,567
+90
+1% +$8.96K 0.11% 194
2021
Q3 		$630K Sell
6,477
-30
-0.5% -$2.97K 0.11% 194
2021
Q2 		$597K Sell
6,507
-613
-9% -$52.6K 0.11% 198
2021
Q1 		$553K Buy
7,120
+227
+3% +$17.4K 0.13% 176
2020
Q4 		$472K Buy
6,893
+773
+13% +$44.4K 0.12% 187
2020
Q3 		$296K Sell
6,120
-82
-1% -$4.13K 0.1% 201
2020
Q2 		$230K Buy
6,202
+480
+8% +$20.2K 0.09% 211
2020
Q1 		$195K Buy
5,722
+4,523
+377% +$213K 0.09% 215
2019
Q4 		$61K Buy
1,199
+2
+0.2% +$95 0.02% 438
2019
Q3 		$51K Buy
1,197
+70
+6% +$2.99K 0.02% 444
2019
Q2 		$49K Sell
1,127
-32
-3% -$1.43K 0.02% 439
2019
Q1 		$49K Buy
1,159
+8
+0.7% +$337 0.03% 390
2018
Q4 		$46K Sell
1,151
-160
-12% -$6.98K 0.03% 338
2018
Q3 		$61K Buy
1,311
+1,061
+424% +$51.8K 0.04% 273
2018
Q2 		$12K Sell
250
-100
-29% -$5.22K 0.01% 375
2018
Q1 		$18K Hold
350
– – 0.01% 494
2017
Q4 		$19K Hold
350
– – 0.01% 469
2017
Q3 		$17K Hold
350
– – 0.02% 450
2017
Q2 		$16K Hold
350
– – 0.02% 432
2017
Q1 		$15K Sell
350
-76
-18% -$3.37K 0.02% 421
2016
Q4 		$18K Buy
+426
New +$16.1K 0.02% 363

Other funds holding MS

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
HCM
Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return
FI
Focused Investors Los Angeles, California $2.96B AUM 15.6% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
AIM
Alphinity Investment Management Sydney, Australia $6.01B AUM 37.17% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

Patriot Financial Group Insurance Agency's MS Position: Q2 2026 in Review

Patriot Financial Group Insurance Agency reduced its Morgan Stanley (MS) stake by 52% in Q2 2026, selling an estimated $1.03M and leaving 4,795 shares worth $1M. The position accounts for 0.1% of the portfolio, ranked #224.

Patriot Financial Group Insurance Agency first reported a position in MS in Q4 2016 and has held it in 39 quarters since. The position peaked at $1.64M in Q1 2026. 1,257 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • Patriot Financial Group Insurance Agency held 4,795 shares of Morgan Stanley worth $1M as of Q2 2026.
  • Patriot Financial Group Insurance Agency sold 5,183 Morgan Stanley shares in Q2 2026, an estimated $1.03M.
  • Morgan Stanley made up 0.1% of Patriot Financial Group Insurance Agency's portfolio in Q2 2026, its #224 holding.
  • Patriot Financial Group Insurance Agency first reported a position in Morgan Stanley in Q4 2016 and has held it in 39 quarters since.
  • Patriot Financial Group Insurance Agency's Morgan Stanley position peaked at $1.64M in Q1 2026.
  • 1,257 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q2 2026, filed 16 Jul 2026.