Pine Grove Financial Group
MS icon

Pine Grove Financial Group’s Morgan Stanley MS Stock Holding History

Pine Grove 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
Q3 		$238K Sell
1,263
-337
-21% -$71.6K 0.02% 195
2026
Q2 		$334K Buy
1,600
+159
+11% +$31.5K 0.03% 165
2026
Q1 		$237K Sell
1,441
-7
-0.5% -$1.21K 0.03% 169
2025
Q4 		$257K Buy
+1,448
New +$242K 0.03% 166

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Gateway Investment Advisers
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Pine Grove Financial Group's MS Position: Q3 2026 in Review

Pine Grove Financial Group reduced its Morgan Stanley (MS) stake by 21% in Q3 2026, selling an estimated $71.6K and leaving 1,263 shares worth $238K. The position accounts for 0.02% of the portfolio, ranked #195.

Pine Grove Financial Group first reported a position in MS in Q4 2025 and has held it in 4 quarters since. The position peaked at $334K in Q2 2026. 774 funds tracked by Wall St. Rank hold MS as of Q3 2026.

  • Pine Grove Financial Group held 1,263 shares of Morgan Stanley worth $238K as of Q3 2026.
  • Pine Grove Financial Group sold 337 Morgan Stanley shares in Q3 2026, an estimated $71.6K.
  • Morgan Stanley made up 0.02% of Pine Grove Financial Group's portfolio in Q3 2026, its #195 holding.
  • Pine Grove Financial Group first reported a position in Morgan Stanley in Q4 2025 and has held it in 4 quarters since.
  • Pine Grove Financial Group's Morgan Stanley position peaked at $334K in Q2 2026.
  • 774 funds tracked by Wall St. Rank held Morgan Stanley as of Q3 2026.

Based on Pine Grove Financial Group's 13F filing for Q3 2026, filed 13 Oct 2026.