PGFG
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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
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

Other funds holding MS

Mitsubishi UFJ Financial Group
Mitsubishi UFJ Financial Group Tokyo, Japan $78.8B AUM 48.4% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Pine Grove Financial Group's MS Position: Q2 2026 in Review

Pine Grove Financial Group increased its Morgan Stanley (MS) stake by 11% in Q2 2026, buying an estimated $31.5K and bringing the position to 1,600 shares worth $334K. The position accounts for 0.03% of the portfolio, ranked #165.

Pine Grove Financial Group first reported a position in MS in Q4 2025 and has held it in 3 quarters since. 2,734 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • Pine Grove Financial Group held 1,600 shares of Morgan Stanley worth $334K as of Q2 2026.
  • Pine Grove Financial Group bought 159 Morgan Stanley shares in Q2 2026, an estimated $31.5K.
  • Morgan Stanley made up 0.03% of Pine Grove Financial Group's portfolio in Q2 2026, its #165 holding.
  • Pine Grove Financial Group first reported a position in Morgan Stanley in Q4 2025 and has held it in 3 quarters since.
  • 2,734 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Pine Grove Financial Group's 13F filing for Q2 2026, filed 2 Sep 2026.